Jackson Creek Investment Advisors’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	-61,861	Closed	-$1.51M	–	344
2025 Q1	$1.51M	Buy	+61,861	New	+$1.51M	0.48%	59
2021 Q4	–	Sell	-38,391	Closed	-$979K	–	322
2021 Q3	$979K	Buy	38,391 +337	+0.9%	+$8.59K	0.36%	154
2021 Q2	$952K	Buy	+38,054	New	+$952K	0.35%	156