EJF Capital’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 | – | Sell |
-14,988
| Closed | -$367K | – | 87 |
|
|
2024
Q4 | $367K | Sell |
14,988
-9,614
| -39% | -$236K | 0.25% | 75 |
|
|
2024
Q3 | $536K | Sell |
24,602
-2,368
| -9% | -$51.6K | 0.36% | 66 |
|
|
2024
Q2 | $486K | Sell |
26,970
-2,835
| -10% | -$51.1K | 0.36% | 71 |
|
|
2024
Q1 | $578K | Sell |
29,805
-3,290
| -10% | -$63.8K | 0.4% | 62 |
|
|
2023
Q4 | $708K | Sell |
33,095
-8,956
| -21% | -$192K | 0.37% | 66 |
|
|
2023
Q3 | $686K | Sell |
42,051
-7,508
| -15% | -$122K | 0.3% | 60 |
|
|
2023
Q2 | $801K | Sell |
49,559
-146,584
| -75% | -$2.37M | 0.37% | 56 |
|
|
2023
Q1 | $4.2M | Sell |
196,143
-39,087
| -17% | -$836K | 1.55% | 18 |
|
|
2022
Q4 | $7.21M | Sell |
235,230
-10,696
| -4% | -$328K | 2.23% | 12 |
|
|
2022
Q3 | $6.51M | Buy |
+245,926
| New | +$6.51M | 1.01% | 25 |
|