GSA Capital Partners’s Heritage Financial HFWA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Buy	+19,254	New	+$500K	0.03%	923
2024 Q3	–	Sell	-54,007	Closed	-$974K	–	1772
2024 Q2	$974K	Buy	+54,007	New	+$969K	0.07%	518
2024 Q1	–	Sell	-47,228	Closed	-$1.01M	–	1760
2023 Q4	$1.01M	Buy	47,228 +20,749	+78%	+$376K	0.08%	387
2023 Q3	$432K	Sell	26,479 -32,979	-55%	-$575K	0.04%	882
2023 Q2	$961K	Buy	59,458 +49,682	+508%	+$865K	0.1%	332
2023 Q1	$209K	Buy	+9,776	New	+$264K	0.02%	1239
2018 Q2	–	Sell	-37,326	Closed	-$1.14M	–	1784
2018 Q1	$1.14M	Buy	+37,326	New	+$1.15M	0.06%	573
2017 Q4	–	Sell	-40,439	Closed	-$1.19M	–	1657
2017 Q3	$1.19M	Buy	40,439 +16,041	+66%	+$431K	0.08%	403
2017 Q2	$647K	Sell	24,398 -14,350	-37%	-$360K	0.04%	852
2017 Q1	$959K	Buy	38,748 +921	+2%	+$23.1K	0.05%	663
2016 Q4	$974K	Buy	37,827 +11,260	+42%	+$241K	0.06%	574
2016 Q3	$477K	Buy	+26,567	New	+$475K	0.03%	1086
2014 Q2	–	Sell	-18,232	Closed	-$308K	–	1870
2014 Q1	$308K	Buy	+18,232	New	+$318K	0.02%	1111