Jump Financial’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,800
| Closed | -$285K | – | 1833 |
|
|
2024
Q2 | $285K | Sell |
15,800
-5,862
| -27% | -$106K | 0.01% | 1400 |
|
|
2024
Q1 | $420K | Buy |
+21,662
| New | +$420K | 0.01% | 1274 |
|
|
2022
Q3 | – | Sell |
-8,432
| Closed | -$212K | – | 1737 |
|
|
2022
Q2 | $212K | Sell |
8,432
-5,568
| -40% | -$140K | 0.01% | 1267 |
|
|
2022
Q1 | $351K | Buy |
14,000
+1,100
| +9% | +$27.6K | 0.02% | 983 |
|
|
2021
Q4 | $315K | Buy |
+12,900
| New | +$315K | 0.02% | 869 |
|
|
2021
Q3 | – | Sell |
-12,700
| Closed | -$318K | – | 1255 |
|
|
2021
Q2 | $318K | Buy |
+12,700
| New | +$318K | 0.03% | 650 |
|