Dimensional Fund 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
Q2 | $48.6M | Sell |
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|
2025
Q1 | $50.3M | Buy |
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|
2024
Q4 | $50.7M | Buy |
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|
2024
Q3 | $44.3M | Buy |
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|
2024
Q2 | $34.9M | Buy |
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|
2024
Q1 | $36M | Buy |
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|
2023
Q4 | $37.1M | Buy |
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|
2023
Q3 | $26.8M | Sell |
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|
2023
Q2 | $29.5M | Sell |
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|
2023
Q1 | $44.4M | Buy |
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|
2022
Q4 | $62.2K | Buy |
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|
2022
Q3 | $53.5M | Buy |
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|
2022
Q2 | $47.9M | Buy |
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|
2022
Q1 | $45.1M | Buy |
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|
2021
Q4 | $39.9M | Buy |
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|
2021
Q3 | $40.6M | Sell |
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|
2021
Q2 | $41.6M | Buy |
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|
2021
Q1 | $46.3M | Sell |
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|
2020
Q4 | $39.1M | Sell |
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|
2020
Q3 | $31.6M | Sell |
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|
2020
Q2 | $34.5M | Buy |
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|
2020
Q1 | $34.2M | Sell |
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|
2019
Q4 | $49.2M | Buy |
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|
2019
Q3 | $46.8M | Sell |
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|
2019
Q2 | $51.5M | Buy |
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|
2019
Q1 | $52.2M | Buy |
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|
2018
Q4 | $51.4M | Buy |
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|
2018
Q3 | $59.9M | Buy |
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|
2018
Q2 | $59.2M | Sell |
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|
2018
Q1 | $54.2M | Sell |
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|
2017
Q4 | $56.7M | Buy |
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|
2017
Q3 | $50.9M | Buy |
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|
2017
Q2 | $42.9M | Buy |
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|
2017
Q1 | $37.3M | Buy |
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|
2016
Q4 | $36.2M | Buy |
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|
2016
Q3 | $23.5M | Buy |
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|
2016
Q2 | $21.8M | Buy |
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|
2016
Q1 | $20.2M | Buy |
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|
2015
Q4 | $19.9M | Buy |
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|
2015
Q3 | $18M | Buy |
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|
2015
Q2 | $16.1M | Buy |
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|
2015
Q1 | $14.9M | Buy |
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|
2014
Q4 | $14.6M | Buy |
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|
2014
Q3 | $12.1M | Sell |
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|
2014
Q2 | $12.4M | Buy |
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|
2014
Q1 | $7.06M | Buy |
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|
2013
Q4 | $7.01M | Buy |
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|
2013
Q3 | $6.14M | Buy |
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|
2013
Q2 | $5.72M | Buy |
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