Ohio Public Employees Retirement System (OPERS)’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 | $15.7K | Buy |
604
+9
| +2% | +$234 | ﹤0.01% | 2225 |
|
|
2025
Q4 | $14.1K | Sell |
595
-1
| -0.2% | -$24 | ﹤0.01% | 2278 |
|
|
2025
Q3 | $14.4K | Sell |
596
-2,895
| -83% | -$70.2K | ﹤0.01% | 2259 |
|
|
2025
Q2 | $83.2K | Sell |
3,491
-59
| -2% | -$1.36K | ﹤0.01% | 1810 |
|
|
2025
Q1 | $86.4K | Sell |
3,550
-439
| -11% | -$10.7K | ﹤0.01% | 1789 |
|
|
2024
Q4 | $97.7K | Buy |
3,989
+3,296
| +476% | +$80K | ﹤0.01% | 1779 |
|
|
2024
Q3 | $15.1K | Sell |
693
-25
| -3% | -$533 | ﹤0.01% | 2094 |
|
|
2024
Q2 | $12.9K | Buy |
718
+12
| +2% | +$215 | ﹤0.01% | 1903 |
|
|
2024
Q1 | $13.7K | Buy |
706
+63
| +10% | +$1.21K | ﹤0.01% | 1875 |
|
|
2023
Q4 | $13.8K | Buy |
643
+78
| +14% | +$1.42K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $9K | Buy |
565
+55
| +11% | +$959 | ﹤0.01% | 1933 |
|
|
2023
Q2 | $8K | Sell |
510
-19,985
| -98% | -$348K | ﹤0.01% | 1935 |
|
|
2023
Q1 | $439K | Sell |
20,495
-7
| -0% | -$189 | ﹤0.01% | 1288 |
|
|
2022
Q4 | $628K | Buy |
20,502
+2,153
| +12% | +$67.4K | ﹤0.01% | 1248 |
|
|
2022
Q3 | $486K | Buy |
18,349
+385
| +2% | +$10.2K | ﹤0.01% | 1336 |
|
|
2022
Q2 | $452K | Buy |
17,964
+398
| +2% | +$9.93K | ﹤0.01% | 1355 |
|
|
2022
Q1 | $440K | Buy |
17,566
+5,798
| +49% | +$148K | ﹤0.01% | 1365 |
|
|
2021
Q4 | $288K | Hold |
11,768
| – | – | ﹤0.01% | 1423 |
|
|
2021
Q3 | $300K | Hold |
11,768
| – | – | ﹤0.01% | 1419 |
|
|
2021
Q2 | $294K | Hold |
11,768
| – | – | ﹤0.01% | 1431 |
|
|
2021
Q1 | $332K | Hold |
11,768
| – | – | ﹤0.01% | 1388 |
|
|
2020
Q4 | $275K | Hold |
11,768
| – | – | ﹤0.01% | 1364 |
|
|
2020
Q3 | $216K | Hold |
11,768
| – | – | ﹤0.01% | 1333 |
|
|
2020
Q2 | $235K | Hold |
11,768
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q1 | $235K | Buy |
11,768
+2,460
| +26% | +$60.8K | ﹤0.01% | 1295 |
|
|
2019
Q4 | $263K | Hold |
9,308
| – | – | ﹤0.01% | 1352 |
|
|
2019
Q3 | $251K | Hold |
9,308
| – | – | ﹤0.01% | 1466 |
|
|
2019
Q2 | $275K | Sell |
9,308
-6,036
| -39% | -$182K | ﹤0.01% | 1456 |
|
|
2019
Q1 | $462K | Buy |
15,344
+8,495
| +124% | +$266K | ﹤0.01% | 1379 |
|
|
2018
Q4 | $204K | Hold |
6,849
| – | – | ﹤0.01% | 1410 |
|
|
2018
Q3 | $241K | Hold |
6,849
| – | – | ﹤0.01% | 1477 |
|
|
2018
Q2 | $239K | Hold |
6,849
| – | – | ﹤0.01% | 1497 |
|
|
2018
Q1 | $210K | Hold |
6,849
| – | – | ﹤0.01% | 1498 |
|
|
2017
Q4 | $211K | Buy |
+6,849
| New | +$211K | ﹤0.01% | 1515 |
|
Other funds holding HFWA
VCM
BCM
