Occudo Quantitative Strategies’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,637
| Closed | -$285K | – | 758 |
|
|
2024
Q4 | $285K | Sell |
11,637
-896
| -7% | -$22K | 0.05% | 466 |
|
|
2024
Q3 | $273K | Sell |
12,533
-5,764
| -32% | -$125K | 0.05% | 495 |
|
|
2024
Q2 | $330K | Buy |
+18,297
| New | +$330K | 0.06% | 431 |
|
|
2024
Q1 | – | Sell |
-16,290
| Closed | -$348K | – | 863 |
|
|
2023
Q4 | $348K | Sell |
16,290
-3,238
| -17% | -$69.3K | 0.05% | 496 |
|
|
2023
Q3 | $319K | Buy |
19,528
+9,444
| +94% | +$154K | 0.04% | 648 |
|
|
2023
Q2 | $163K | Buy |
+10,084
| New | +$163K | 0.02% | 881 |
|