HFO
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Heritage Family Offices’s Blackbaud BLKB Stock Holding History

Heritage Family Offices’s Portfolio BLKB Stock Details BLKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,985
Closed -$221K – 180
2024
Q4 		$221K Buy
2,985
+166
+6% +$12.3K 0.11% 171
2024
Q3 		$239K Sell
2,819
-74
-3% -$6.27K 0.12% 155
2024
Q2 		$220K Buy
+2,893
New +$220K 0.12% 156