Empowered Funds’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 | $3.04M | Buy |
127,629
+3,831
| +3% | +$91.3K | 0.03% | 632 |
|
|
2025
Q1 | $3.01M | Buy |
123,798
+4,947
| +4% | +$120K | 0.04% | 548 |
|
|
2024
Q4 | $2.91M | Buy |
118,851
+5,723
| +5% | +$140K | 0.04% | 568 |
|
|
2024
Q3 | $2.46M | Buy |
113,128
+5,762
| +5% | +$125K | 0.04% | 595 |
|
|
2024
Q2 | $1.94M | Buy |
107,366
+7,740
| +8% | +$140K | 0.03% | 622 |
|
|
2024
Q1 | $1.93M | Buy |
99,626
+7,525
| +8% | +$146K | 0.03% | 634 |
|
|
2023
Q4 | $1.97M | Buy |
92,101
+8,256
| +10% | +$177K | 0.05% | 522 |
|
|
2023
Q3 | $1.37M | Buy |
83,845
+6,794
| +9% | +$111K | 0.04% | 561 |
|
|
2023
Q2 | $1.25M | Buy |
+77,051
| New | +$1.25M | 0.04% | 547 |
|