Great Lakes Advisors’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 | $4.41M | Sell |
184,928
-4,116
| -2% | -$98.1K | 0.04% | 313 |
|
|
2025
Q1 | $4.6M | Sell |
189,044
-31,207
| -14% | -$759K | 0.04% | 286 |
|
|
2024
Q4 | $5.4M | Sell |
220,251
-7,120
| -3% | -$174K | 0.05% | 300 |
|
|
2024
Q3 | $4.95M | Buy |
227,371
+6,727
| +3% | +$146K | 0.04% | 331 |
|
|
2024
Q2 | $3.98M | Buy |
220,644
+11,318
| +5% | +$204K | 0.04% | 363 |
|
|
2024
Q1 | $4.06M | Sell |
209,326
-2,302
| -1% | -$44.6K | 0.03% | 372 |
|
|
2023
Q4 | $4.53M | Buy |
211,628
+30,025
| +17% | +$642K | 0.04% | 334 |
|
|
2023
Q3 | $2.96M | Buy |
181,603
+40,667
| +29% | +$663K | 0.03% | 409 |
|
|
2023
Q2 | $2.28M | Sell |
140,936
-29,370
| -17% | -$475K | 0.02% | 434 |
|
|
2023
Q1 | $3.64M | Buy |
+170,306
| New | +$3.64M | 0.03% | 419 |
|