Farther Finance Advisors’s Heritage Financial HFWA Stock Holding History

Farther Finance Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.6K	Buy
2025 Q2	$620	Hold
2025 Q1	$632	Hold
2024 Q4	$637	Hold
2024 Q3	$566	Hold
2024 Q2	$465	Sell
2024 Q1	$683	Buy
2023 Q4	$642	Buy