LSV Asset Management’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Hold |
74,500
| – | – | ﹤0.01% | 569 |
|
|
2025
Q1 | $1.81M | Buy |
+74,500
| New | +$1.81M | ﹤0.01% | 569 |
|
|
2017
Q3 | – | Sell |
-136,130
| Closed | -$3.61M | – | 1000 |
|
|
2017
Q2 | $3.61M | Sell |
136,130
-16,507
| -11% | -$437K | 0.01% | 628 |
|
|
2017
Q1 | $3.78M | Buy |
152,637
+200
| +0.1% | +$4.95K | 0.01% | 608 |
|
|
2016
Q4 | $3.93M | Buy |
152,437
+23,707
| +18% | +$610K | 0.01% | 605 |
|
|
2016
Q3 | $2.31M | Buy |
128,730
+121,730
| +1,739% | +$2.18M | ﹤0.01% | 653 |
|
|
2016
Q2 | $123K | Buy |
+7,000
| New | +$123K | ﹤0.01% | 992 |
|