Dana Investment Advisors’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 | $5.3M | Sell |
222,286
-3,406
| -2% | -$81.2K | 0.18% | 147 |
|
|
2025
Q1 | $5.49M | Buy |
225,692
+19,175
| +9% | +$467K | 0.2% | 134 |
|
|
2024
Q4 | $5.06M | Sell |
206,517
-11,903
| -5% | -$292K | 0.17% | 162 |
|
|
2024
Q3 | $4.76M | Sell |
218,420
-25,718
| -11% | -$560K | 0.16% | 173 |
|
|
2024
Q2 | $4.4M | Sell |
244,138
-3,281
| -1% | -$59.2K | 0.15% | 178 |
|
|
2024
Q1 | $4.8M | Buy |
+247,419
| New | +$4.8M | 0.16% | 172 |
|