Janus Henderson Group’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 | $366K | Hold |
15,340
| – | – | ﹤0.01% | 2092 |
|
|
2025
Q1 | $370K | Hold |
15,340
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q4 | $376K | Hold |
15,340
| – | – | ﹤0.01% | 2162 |
|
|
2024
Q3 | $334K | Hold |
15,340
| – | – | ﹤0.01% | 2207 |
|
|
2024
Q2 | $277K | Sell |
15,340
-177
| -1% | -$3.19K | ﹤0.01% | 2244 |
|
|
2024
Q1 | $300K | Hold |
15,517
| – | – | ﹤0.01% | 2236 |
|
|
2023
Q4 | $332K | Sell |
15,517
-28
| -0.2% | -$599 | ﹤0.01% | 2188 |
|
|
2023
Q3 | $254K | Buy |
15,545
+1
| +0% | +$16 | ﹤0.01% | 2268 |
|
|
2023
Q2 | $252K | Sell |
15,544
-19
| -0.1% | -$308 | ﹤0.01% | 2344 |
|
|
2023
Q1 | $333K | Buy |
15,563
+8,276
| +114% | +$177K | ﹤0.01% | 2234 |
|
|
2022
Q4 | $223K | Buy |
+7,287
| New | +$223K | ﹤0.01% | 2134 |
|