Globeflex Capital’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 | $651K | Hold |
27,300
| – | – | 0.05% | 237 |
|
|
2025
Q1 | $664K | Hold |
27,300
| – | – | 0.06% | 226 |
|
|
2024
Q4 | $669K | Hold |
27,300
| – | – | 0.06% | 240 |
|
|
2024
Q3 | $594K | Hold |
27,300
| – | – | 0.06% | 245 |
|
|
2024
Q2 | $492K | Sell |
27,300
-4,573
| -14% | -$82.5K | 0.05% | 247 |
|
|
2024
Q1 | $618K | Sell |
31,873
-1,627
| -5% | -$31.5K | 0.06% | 235 |
|
|
2023
Q4 | $717K | Buy |
+33,500
| New | +$717K | 0.07% | 229 |
|
|
2014
Q1 | – | Sell |
-198
| Closed | -$3K | – | 650 |
|
|
2013
Q4 | $3K | Buy |
+198
| New | +$3K | ﹤0.01% | 403 |
|
|
2013
Q3 | – | Sell |
-165
| Closed | -$2K | – | 634 |
|
|
2013
Q2 | $2K | Buy |
+165
| New | +$2K | ﹤0.01% | 429 |
|