Kennedy Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $3.1M | Sell |
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|
2022
Q4 | $4.46M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4.11M | Buy |
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|
2020
Q2 | $1.51M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.49M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $9.48M | Buy |
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|
2018
Q1 | $5.65M | Buy |
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|
2017
Q4 | $4.51M | Sell |
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|
2017
Q3 | $4.36M | Sell |
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|
2017
Q2 | $8.5M | Sell |
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|
2017
Q1 | $8.05M | Sell |
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|
2016
Q4 | $8.47M | Sell |
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|
2016
Q3 | $6.6M | Sell |
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|
2016
Q2 | $6.71M | Buy |
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|
2016
Q1 | $6.67M | Buy |
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|
2015
Q4 | $6.41M | Sell |
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|
2015
Q3 | $8.95M | Sell |
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|
2015
Q2 | $8.73M | Sell |
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|
2015
Q1 | $8.32M | Buy |
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|
2014
Q4 | $8.52M | Buy |
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|
2014
Q3 | $7.6M | Buy |
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|
2014
Q2 | $7.68M | Buy |
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|
2014
Q1 | $2.75M | Buy |
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|
2013
Q4 | $2.72M | Buy |
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|
2013
Q3 | $1.29M | Hold |
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|
2013
Q2 | $1.21M | Buy |
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