Nisa Investment Advisors’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 | $25.5K | Buy |
982
+83
| +9% | +$2.16K | ﹤0.01% | 1919 |
|
|
2025
Q4 | $21.3K | Buy |
899
+696
| +343% | +$16.4K | ﹤0.01% | 1919 |
|
|
2025
Q3 | $4.91K | Buy |
203
+105
| +107% | +$2.54K | ﹤0.01% | 2444 |
|
|
2025
Q2 | $2.34K | Buy |
98
+12
| +14% | +$276 | ﹤0.01% | 2571 |
|
|
2025
Q1 | $2.09K | Hold |
86
| – | – | ﹤0.01% | 2457 |
|
|
2024
Q4 | $2.11K | Hold |
86
| – | – | ﹤0.01% | 2475 |
|
|
2024
Q3 | $1.87K | Hold |
86
| – | – | ﹤0.01% | 2410 |
|
|
2024
Q2 | $1.55K | Buy |
+86
| New | +$1.54K | ﹤0.01% | 2418 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1K | – | 2829 |
|
|
2023
Q1 | $1K | Sell |
30
-30
| -50% | -$809 | ﹤0.01% | 2391 |
|
|
2022
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 2367 |
|
|
2022
Q3 | $2K | Buy |
+60
| New | +$1.58K | ﹤0.01% | 2368 |
|
|
2021
Q4 | – | Sell |
-2,100
| Closed | -$54 | – | 2279 |
|
|
2021
Q3 | $54 | Hold |
2,100
| – | – | ﹤0.01% | 1917 |
|
|
2021
Q2 | $53 | Hold |
2,100
| – | – | ﹤0.01% | 1924 |
|
|
2021
Q1 | $59 | Hold |
2,100
| – | – | ﹤0.01% | 1945 |
|
|
2020
Q4 | $49K | Hold |
2,100
| – | – | ﹤0.01% | 1992 |
|
|
2020
Q3 | $39K | Buy |
+2,100
| New | +$41.1K | ﹤0.01% | 1898 |
|
|
2019
Q3 | – | Sell |
-1,205
| Closed | -$36K | – | 2027 |
|
|
2019
Q2 | $36K | Buy |
1,205
+655
| +119% | +$19.7K | ﹤0.01% | 1539 |
|
|
2019
Q1 | $17K | Buy |
550
+100
| +22% | +$3.13K | ﹤0.01% | 1640 |
|
|
2018
Q4 | $13K | Hold |
450
| – | – | ﹤0.01% | 1576 |
|
|
2018
Q3 | $16K | Sell |
450
-60
| -12% | -$2.15K | ﹤0.01% | 1588 |
|
|
2018
Q2 | $18K | Buy |
510
+10
| +2% | +$320 | ﹤0.01% | 1556 |
|
|
2018
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 1529 |
|
|
2017
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1616 |
|
|
2017
Q3 | $15K | Hold |
500
| – | – | ﹤0.01% | 1612 |
|
|
2017
Q2 | $13K | Buy |
500
+300
| +150% | +$7.52K | ﹤0.01% | 1628 |
|
|
2017
Q1 | $5K | Sell |
200
-1,600
| -89% | -$40.1K | ﹤0.01% | 1803 |
|
|
2016
Q4 | $46K | Hold |
1,800
| – | – | ﹤0.01% | 1437 |
|
|
2016
Q3 | $32K | Hold |
1,800
| – | – | ﹤0.01% | 1499 |
|
|
2016
Q2 | $32K | Hold |
1,800
| – | – | ﹤0.01% | 1470 |
|
|
2016
Q1 | $32K | Buy |
+1,800
| New | +$31.7K | ﹤0.01% | 1460 |
|
Other funds holding HFWA
VCM
BCM
