EverSource Wealth 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
2026 Q1	$51.7K	Buy	1,987 +32	+2%	+$832	﹤0.01%	1852
2025 Q4	$46.2K	Sell	1,955 -185	-9%	-$4.36K	﹤0.01%	1793
2025 Q3	$51.8K	Buy	2,140 +182	+9%	+$4.41K	﹤0.01%	1681
2025 Q2	$46.7K	Buy	1,958 +1,951	+27,871%	+$44.9K	﹤0.01%	1665
2025 Q1	$170	Sell	7 -34	-83%	-$829	﹤0.01%	3731
2024 Q4	$1K	Buy	+41	New	+$995	﹤0.01%	2964
2024 Q2	–	Sell	-29	Closed	-$514	–	3097
2024 Q1	$514	Buy	+29	New	+$558	﹤0.01%	2713
2023 Q2	–	Sell	-74	Closed	-$1.58K	–	2549
2023 Q1	$1.58K	Hold	74	–	–	﹤0.01%	2007
2022 Q4	$2.27K	Hold	74	–	–	﹤0.01%	1869
2022 Q3	$2K	Hold	74	–	–	﹤0.01%	1673
2022 Q2	$2K	Hold	74	–	–	﹤0.01%	1513
2022 Q1	$2K	Hold	74	–	–	﹤0.01%	1527
2021 Q4	$2K	Buy	+74	New	+$1.83K	﹤0.01%	1552