DePrince Race & Zollo Inc (DRZ)’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 | $1.71M | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $4.5M | Buy |
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|
2024
Q4 | $3.75M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $3.68M | Sell |
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|
2022
Q3 | $5.1M | Buy |
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|
2022
Q2 | $4.41M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.6M | Sell |
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|
2021
Q1 | $5.28M | Buy |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $2.71M | Buy |
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|
2020
Q2 | $2.53M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $5.45M | Sell |
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|
2015
Q2 | $12.4M | Sell |
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|
2015
Q1 | $13.5M | Buy |
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|
2014
Q4 | $13.6M | Sell |
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|
2014
Q3 | $12.7M | Sell |
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|
2014
Q2 | $13.5M | Buy |
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|
2014
Q1 | $8.62M | Buy |
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|
2013
Q4 | $6.98M | Buy |
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|
2013
Q3 | $6.28M | Buy |
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