Farther Finance Advisors’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 | $620 | Hold |
26
| – | – | ﹤0.01% | 3994 |
|
|
2025
Q1 | $632 | Hold |
26
| – | – | ﹤0.01% | 3735 |
|
|
2024
Q4 | $637 | Hold |
26
| – | – | ﹤0.01% | 3386 |
|
|
2024
Q3 | $566 | Hold |
26
| – | – | ﹤0.01% | 3394 |
|
|
2024
Q2 | $465 | Sell |
26
-10
| -28% | -$179 | ﹤0.01% | 3294 |
|
|
2024
Q1 | $683 | Buy |
36
+6
| +20% | +$114 | ﹤0.01% | 2918 |
|
|
2023
Q4 | $642 | Buy |
+30
| New | +$642 | ﹤0.01% | 2887 |
|