Franklin Resources’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
21,165
-5
| -0% | -$119 | ﹤0.01% | 2298 |
|
|
2025
Q1 | $515K | Sell |
21,170
-36
| -0.2% | -$876 | ﹤0.01% | 2240 |
|
|
2024
Q4 | $520K | Buy |
+21,206
| New | +$520K | ﹤0.01% | 2267 |
|
|
2023
Q4 | – | Sell |
-35,735
| Closed | -$583K | – | 2660 |
|
|
2023
Q3 | $583K | Sell |
35,735
-4,586
| -11% | -$74.8K | ﹤0.01% | 1831 |
|
|
2023
Q2 | $652K | Buy |
+40,321
| New | +$652K | ﹤0.01% | 1836 |
|
|
2023
Q1 | – | Sell |
-9,080
| Closed | -$278K | – | 2347 |
|
|
2022
Q4 | $278K | Buy |
9,080
+66
| +0.7% | +$2.02K | ﹤0.01% | 1887 |
|
|
2022
Q3 | $238K | Buy |
9,014
+84
| +0.9% | +$2.22K | ﹤0.01% | 1936 |
|
|
2022
Q2 | $225K | Sell |
8,930
-5,039
| -36% | -$127K | ﹤0.01% | 1983 |
|
|
2022
Q1 | $350K | Buy |
+13,969
| New | +$350K | ﹤0.01% | 1953 |
|