HRT Financial’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.02M | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $466K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $675K | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $259K | Sell |
|
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|
2022
Q4 | $833K | Buy |
|
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|
2022
Q3 | $482K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.56M | Buy |
|
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $256K | Sell |
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|
2020
Q3 | $223K | Buy |
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