Maltese Capital Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-160,000
| Closed | -$2.88M | – | 105 |
|
|
2024
Q2 | $2.88M | Buy |
+160,000
| New | +$2.88M | 0.53% | 49 |
|
|
2015
Q2 | – | Sell |
-75,000
| Closed | -$1.28M | – | 210 |
|
|
2015
Q1 | $1.28M | Buy |
+75,000
| New | +$1.28M | 0.15% | 161 |
|
|
2013
Q3 | – | Sell |
-468,600
| Closed | -$6.87M | – | 167 |
|
|
2013
Q2 | $6.87M | Buy |
+468,600
| New | +$6.87M | 0.72% | 54 |
|