Jacobs Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.38M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6.27M | Sell |
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|
2018
Q1 | $6.73M | Hold |
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|
2017
Q4 | $6.78M | Hold |
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|
2017
Q3 | $6.49M | Sell |
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|
2017
Q2 | $7.6M | Buy |
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|
2017
Q1 | $6.58M | Sell |
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|
2016
Q4 | $9.95M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5.95M | Sell |
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|
2014
Q4 | $6.19M | Sell |
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|
2014
Q3 | $6.77M | Buy |
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|
2014
Q2 | $6.85M | Buy |
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