Dynamic Technology Lab’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
$750K Buy
2024
Q4
Sell
2024
Q3
$338K Buy
2021
Q1
Sell
2020
Q4
$261K Buy
2020
Q2
Sell
2020
Q1
$243K Buy
2019
Q4
$332K Buy
2018
Q2
Sell
2018
Q1
$220K Buy
2017
Q4
$204K Buy
2017
Q1
Sell
2016
Q4
$240K Buy
2016
Q2
Sell
2016
Q1
$186K Buy