Lazard Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $801K | Hold |
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|
2025
Q2 | $789K | Buy |
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|
2025
Q1 | $741K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $123K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $80K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $18K | Hold |
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|
2023
Q1 | $24K | Sell |
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|
2022
Q4 | $876K | Hold |
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|
2022
Q3 | $757K | Hold |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $29K | Buy |
|