KTA
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Keeley-Teton Advisors’s Heritage Financial HFWA Stock Holding History

Keeley-Teton 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
Q1 		$482K Buy
19,802
+5,283
+36% +$129K 0.06% 290
2024
Q4 		$356K Sell
14,519
-2,302
-14% -$56.4K 0.04% 328
2024
Q3 		$366K Hold
16,821
– – 0.04% 332
2024
Q2 		$303K Buy
+16,821
New +$303K 0.04% 317