Concourse Financial Group Securities’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3578 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4911 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4895 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4933 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4936 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4877 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4804 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4734 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4600 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4574 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4376 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4408 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4339 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4401 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4304 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4182 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4086 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3990 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3829 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3721 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3726 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3688 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3434 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3710 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3674 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3551 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3186 |
|