Citadel Advisors’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $303K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $341K | Sell |
|
|||||
|
2024
Q4 | $364K | Sell |
|
|||||
|
2024
Q3 | $431K | Sell |
|
|||||
|
2024
Q2 | $567K | Buy |
|
|||||
|
2024
Q1 | $422K | Buy |
|
|||||
|
2023
Q4 | $430K | Sell |
|
|||||
|
2023
Q3 | $619K | Sell |
|
|||||
|
2023
Q2 | $883K | Sell |
|
|||||
|
2023
Q1 | $2.25M | Sell |
|
|||||
|
2022
Q4 | $3.4M | Buy |
|
|||||
|
2022
Q3 | $2.85M | Sell |
|
|||||
|
2022
Q2 | $3.4M | Buy |
|
|||||
|
2022
Q1 | $3.05M | Sell |
|
|||||
|
2021
Q4 | $3.18M | Buy |
|
|||||
|
2021
Q3 | $2.43M | Sell |
|
|||||
|
2021
Q2 | $3.94M | Buy |
|
|||||
|
2021
Q1 | $2.22M | Buy |
|
|||||
|
2020
Q4 | $1.08M | Sell |
|
|||||
|
2020
Q3 | $915K | Buy |
|
|||||
|
2020
Q2 | $812K | Buy |
|
|||||
|
2020
Q1 | $715K | Sell |
|
|||||
|
2019
Q4 | $1.86M | Buy |
|
|||||
|
2019
Q3 | $1.18M | Buy |
|
|||||
|
2019
Q2 | $1.09M | Buy |
|
|||||
|
2019
Q1 | $435K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $615K | Sell |
|
|||||
|
2018
Q1 | $1.21M | Buy |
|
|||||
|
2017
Q4 | $892K | Sell |
|
|||||
|
2017
Q3 | $1.03M | Buy |
|
|||||
|
2017
Q2 | $405K | Buy |
|
|||||
|
2017
Q1 | $260K | Sell |
|
|||||
|
2016
Q4 | $522K | Sell |
|
|||||
|
2016
Q3 | $498K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $315K | Buy |
|
|||||
|
2015
Q3 | $188K | Buy |
|
|||||
|
2014
Q2 | – | Sell |
|
|||||
|
2014
Q1 | $198K | Buy |
|