Globeflex Capital’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 | $660K | Hold |
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|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $664K | Hold |
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|
2024
Q4 | $669K | Hold |
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|
2024
Q3 | $594K | Hold |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $618K | Sell |
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|
2023
Q4 | $717K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2K | Buy |
|