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IFP Advisors’s Heritage Financial HFWA Stock Holding History

IFP Advisors’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Hold
0
– – – 3048
2025
Q1 		– Sell
-5
Closed -$122 – 4492
2024
Q4 		$122 Buy
+5
New +$122 ﹤0.01% 3963