HRT Financial’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 | – | Sell |
-83,175
| Closed | -$2.02M | – | 2683 |
|
|
2025
Q1 | $2.02M | Buy |
83,175
+69,924
| +528% | +$1.7M | 0.01% | 683 |
|
|
2024
Q4 | $324K | Sell |
13,251
-39,470
| -75% | -$965K | ﹤0.01% | 1480 |
|
|
2024
Q3 | $1.15M | Buy |
52,721
+26,842
| +104% | +$584K | 0.01% | 1089 |
|
|
2024
Q2 | $466K | Buy |
+25,879
| New | +$466K | ﹤0.01% | 1216 |
|
|
2024
Q1 | – | Sell |
-15,946
| Closed | -$341K | – | 2471 |
|
|
2023
Q4 | $341K | Sell |
15,946
-25,448
| -61% | -$544K | ﹤0.01% | 1429 |
|
|
2023
Q3 | $675K | Buy |
41,394
+1,911
| +5% | +$31.2K | 0.01% | 1102 |
|
|
2023
Q2 | $638K | Buy |
39,483
+27,343
| +225% | +$442K | 0.01% | 1125 |
|
|
2023
Q1 | $259K | Sell |
12,140
-15,052
| -55% | -$321K | ﹤0.01% | 1644 |
|
|
2022
Q4 | $833K | Buy |
27,192
+8,972
| +49% | +$275K | 0.01% | 1000 |
|
|
2022
Q3 | $482K | Buy |
+18,220
| New | +$482K | 0.01% | 1550 |
|
|
2021
Q3 | – | Sell |
-62,424
| Closed | -$1.56M | – | 3202 |
|
|
2021
Q2 | $1.56M | Buy |
62,424
+17,635
| +39% | +$441K | 0.01% | 713 |
|
|
2021
Q1 | $1.26M | Buy |
44,789
+33,835
| +309% | +$955K | 0.01% | 798 |
|
|
2020
Q4 | $256K | Sell |
10,954
-1,216
| -10% | -$28.4K | 0.01% | 1317 |
|
|
2020
Q3 | $223K | Buy |
+12,170
| New | +$223K | 0.01% | 1225 |
|