LSV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.94M | Hold |
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|
2025
Q4 | $1.76M | Hold |
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|
2025
Q3 | $1.8M | Hold |
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|
2025
Q2 | $1.78M | Hold |
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|
2025
Q1 | $1.81M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.61M | Sell |
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|
2017
Q1 | $3.78M | Buy |
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|
2016
Q4 | $3.92M | Buy |
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|
2016
Q3 | $2.31M | Buy |
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|
2016
Q2 | $123K | Buy |
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