Goldman Sachs’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 | $3.42M | Sell |
143,602
-17,612
| -11% | -$420K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $3.92M | Sell |
161,214
-210,832
| -57% | -$5.13M | ﹤0.01% | 2919 |
|
|
2024
Q4 | $9.12M | Sell |
372,046
-73,064
| -16% | -$1.79M | ﹤0.01% | 2403 |
|
|
2024
Q3 | $9.69M | Sell |
445,110
-15,725
| -3% | -$342K | ﹤0.01% | 2291 |
|
|
2024
Q2 | $8.31M | Sell |
460,835
-479,208
| -51% | -$8.64M | ﹤0.01% | 2243 |
|
|
2024
Q1 | $18.2M | Buy |
940,043
+7,866
| +0.8% | +$153K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $19.9M | Sell |
932,177
-90,452
| -9% | -$1.93M | ﹤0.01% | 1558 |
|
|
2023
Q3 | $16.7M | Sell |
1,022,629
-149,565
| -13% | -$2.44M | ﹤0.01% | 1634 |
|
|
2023
Q2 | $19M | Buy |
1,172,194
+397,664
| +51% | +$6.43M | ﹤0.01% | 1598 |
|
|
2023
Q1 | $16.6M | Sell |
774,530
-177,697
| -19% | -$3.8M | ﹤0.01% | 1659 |
|
|
2022
Q4 | $29.2M | Buy |
952,227
+7,986
| +0.8% | +$245K | 0.01% | 1324 |
|
|
2022
Q3 | $25M | Sell |
944,241
-42,512
| -4% | -$1.13M | 0.01% | 1432 |
|
|
2022
Q2 | $24.8M | Sell |
986,753
-163,664
| -14% | -$4.12M | 0.01% | 1460 |
|
|
2022
Q1 | $28.8M | Sell |
1,150,417
-181,620
| -14% | -$4.55M | 0.01% | 1467 |
|
|
2021
Q4 | $32.6M | Buy |
1,332,037
+158,006
| +13% | +$3.86M | 0.01% | 1404 |
|
|
2021
Q3 | $29.9M | Sell |
1,174,031
-110,188
| -9% | -$2.81M | 0.01% | 1434 |
|
|
2021
Q2 | $32.1M | Buy |
1,284,219
+4,080
| +0.3% | +$102K | 0.01% | 1397 |
|
|
2021
Q1 | $36.2M | Buy |
1,280,139
+102,537
| +9% | +$2.9M | 0.01% | 1244 |
|
|
2020
Q4 | $27.5M | Sell |
1,177,602
-64,154
| -5% | -$1.5M | 0.01% | 1338 |
|
|
2020
Q3 | $22.8M | Sell |
1,241,756
-6,660
| -0.5% | -$122K | 0.01% | 1389 |
|
|
2020
Q2 | $25M | Sell |
1,248,416
-70,385
| -5% | -$1.41M | 0.01% | 1317 |
|
|
2020
Q1 | $26.4M | Buy |
1,318,801
+42,122
| +3% | +$842K | 0.01% | 1168 |
|
|
2019
Q4 | $36.1M | Buy |
1,276,679
+100,233
| +9% | +$2.84M | 0.01% | 1226 |
|
|
2019
Q3 | $31.7M | Sell |
1,176,446
-56,686
| -5% | -$1.53M | 0.01% | 1254 |
|
|
2019
Q2 | $36.4M | Buy |
1,233,132
+116,463
| +10% | +$3.44M | 0.01% | 1214 |
|
|
2019
Q1 | $33.7M | Buy |
1,116,669
+3,270
| +0.3% | +$98.6K | 0.01% | 1268 |
|
|
2018
Q4 | $33.1M | Buy |
1,113,399
+1,392
| +0.1% | +$41.4K | 0.01% | 1215 |
|
|
2018
Q3 | $39.1M | Buy |
1,112,007
+30,636
| +3% | +$1.08M | 0.01% | 1232 |
|
|
2018
Q2 | $37.7M | Buy |
1,081,371
+100,715
| +10% | +$3.51M | 0.01% | 1266 |
|
|
2018
Q1 | $30M | Buy |
980,656
+2,332
| +0.2% | +$71.4K | 0.01% | 1324 |
|
|
2017
Q4 | $30.1M | Buy |
978,324
+8,011
| +0.8% | +$247K | 0.01% | 1341 |
|
|
2017
Q3 | $28.6M | Sell |
970,313
-1,630
| -0.2% | -$48.1K | 0.01% | 1374 |
|
|
2017
Q2 | $25.8M | Sell |
971,943
-1,092
| -0.1% | -$28.9K | 0.01% | 1417 |
|
|
2017
Q1 | $24.1M | Sell |
973,035
-4,856
| -0.5% | -$120K | 0.01% | 1424 |
|
|
2016
Q4 | $25.2M | Sell |
977,891
-19,818
| -2% | -$510K | 0.01% | 1375 |
|
|
2016
Q3 | $17.9M | Sell |
997,709
-5,902
| -0.6% | -$106K | 0.01% | 1532 |
|
|
2016
Q2 | $17.6M | Buy |
1,003,611
+124,681
| +14% | +$2.19M | 0.01% | 1448 |
|
|
2016
Q1 | $15.4M | Buy |
878,930
+131,600
| +18% | +$2.31M | 0.01% | 1512 |
|
|
2015
Q4 | $14.1M | Sell |
747,330
-13,962
| -2% | -$263K | ﹤0.01% | 1505 |
|
|
2015
Q3 | $14.3M | Buy |
761,292
+65,587
| +9% | +$1.23M | ﹤0.01% | 1453 |
|
|
2015
Q2 | $12.4M | Buy |
695,705
+51,472
| +8% | +$920K | ﹤0.01% | 1588 |
|
|
2015
Q1 | $11M | Sell |
644,233
-15,719
| -2% | -$267K | ﹤0.01% | 1625 |
|
|
2014
Q4 | $11.6M | Buy |
659,952
+65,220
| +11% | +$1.14M | ﹤0.01% | 1547 |
|
|
2014
Q3 | $9.42M | Sell |
594,732
-119,427
| -17% | -$1.89M | ﹤0.01% | 1639 |
|
|
2014
Q2 | $11.5M | Buy |
714,159
+6,602
| +0.9% | +$106K | ﹤0.01% | 1543 |
|
|
2014
Q1 | $12M | Buy |
707,557
+101,745
| +17% | +$1.72M | ﹤0.01% | 1499 |
|
|
2013
Q4 | $10.4M | Buy |
605,812
+10,920
| +2% | +$187K | ﹤0.01% | 1558 |
|
|
2013
Q3 | $9.23M | Buy |
594,892
+39,673
| +7% | +$616K | ﹤0.01% | 1538 |
|
|
2013
Q2 | $8.13M | Buy |
+555,219
| New | +$8.13M | ﹤0.01% | 1480 |
|