Franklin Resources’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $512K | Hold |
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|
2025
Q2 | $505K | Sell |
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|
2025
Q1 | $515K | Sell |
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|
2024
Q4 | $520K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $583K | Sell |
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|
2023
Q2 | $652K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $225K | Sell |
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|
2022
Q1 | $350K | Buy |
|