Group One Trading’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 | – | Hold |
0
| – | – | – | 2745 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2361 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2402 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2511 |
|
|
2023
Q3 | – | Sell |
-6,496
| Closed | -$105K | – | 2547 |
|
|
2023
Q2 | $105K | Buy |
+6,496
| New | +$105K | ﹤0.01% | 838 |
|