CGC Financial Services’s Heritage Financial HFWA Stock Holding History

CGC Financial Services’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$149K	Hold
2025 Q2	$147K	Hold
2025 Q1	$150K	Hold
2024 Q4	$151K	Hold
2024 Q3	$134K	Hold
2024 Q2	$111K	Hold
2024 Q1	$119K	Hold
2023 Q4	$132K	Hold
2023 Q3	$100K	Hold
2023 Q2	$99.6K	Buy