CGC Financial Services’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Hold |
6,159
| – | – | 0.05% | 70 |
|
|
2025
Q1 | $150K | Hold |
6,159
| – | – | 0.06% | 60 |
|
|
2024
Q4 | $151K | Hold |
6,159
| – | – | 0.06% | 64 |
|
|
2024
Q3 | $134K | Hold |
6,159
| – | – | 0.05% | 65 |
|
|
2024
Q2 | $111K | Hold |
6,159
| – | – | 0.05% | 70 |
|
|
2024
Q1 | $119K | Hold |
6,159
| – | – | 0.06% | 66 |
|
|
2023
Q4 | $132K | Hold |
6,159
| – | – | 0.06% | 70 |
|
|
2023
Q3 | $100K | Hold |
6,159
| – | – | 0.07% | 63 |
|
|
2023
Q2 | $99.6K | Buy |
+6,159
| New | +$99.6K | 0.06% | 66 |
|