Larson Financial Group’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.94K Buy
2025
Q1
$97 Hold
2024
Q4
$98 Hold
2024
Q3
$87 Hold
2024
Q2
$72 Buy