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Larson Financial Group’s Heritage Financial HFWA Stock Holding History

Larson Financial Group’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
Q2 		$9.94K Buy
417
+413
+10,325% +$9.85K ﹤0.01% 1796
2025
Q1 		$97 Hold
4
– – ﹤0.01% 2893
2024
Q4 		$98 Hold
4
– – ﹤0.01% 2591
2024
Q3 		$87 Hold
4
– – ﹤0.01% 2542
2024
Q2 		$72 Buy
+4
New +$72 ﹤0.01% 2301