Osaic Holdings’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
673
+255
| +61% | +$6.18K | ﹤0.01% | 5458 |
|
|
2025
Q1 | $10.2K | Sell |
418
-29
| -6% | -$706 | ﹤0.01% | 5726 |
|
|
2024
Q4 | $11K | Buy |
447
+16
| +4% | +$392 | ﹤0.01% | 5680 |
|
|
2024
Q3 | $9.38K | Buy |
431
+13
| +3% | +$283 | ﹤0.01% | 5774 |
|
|
2024
Q2 | $7.54K | Sell |
418
-1,116
| -73% | -$20.1K | ﹤0.01% | 5872 |
|
|
2024
Q1 | $29.7K | Sell |
1,534
-27
| -2% | -$524 | ﹤0.01% | 5077 |
|
|
2023
Q4 | $33.4K | Buy |
1,561
+118
| +8% | +$2.52K | ﹤0.01% | 5155 |
|
|
2023
Q3 | $23.5K | Sell |
1,443
-779
| -35% | -$12.7K | ﹤0.01% | 5448 |
|
|
2023
Q2 | $35.9K | Buy |
2,222
+200
| +10% | +$3.24K | ﹤0.01% | 5149 |
|
|
2023
Q1 | $43.3K | Sell |
2,022
-226
| -10% | -$4.84K | ﹤0.01% | 5044 |
|
|
2022
Q4 | $68K | Sell |
2,248
-13
| -0.6% | -$393 | ﹤0.01% | 4711 |
|
|
2022
Q3 | $60K | Sell |
2,261
-265
| -10% | -$7.03K | ﹤0.01% | 4751 |
|
|
2022
Q2 | $64K | Sell |
2,526
-165
| -6% | -$4.18K | ﹤0.01% | 4755 |
|
|
2022
Q1 | $68K | Buy |
2,691
+4
| +0.1% | +$101 | ﹤0.01% | 4857 |
|
|
2021
Q4 | $66K | Sell |
2,687
-829
| -24% | -$20.4K | ﹤0.01% | 4919 |
|
|
2021
Q3 | $90K | Sell |
3,516
-12,072
| -77% | -$309K | ﹤0.01% | 4622 |
|
|
2021
Q2 | $390K | Sell |
15,588
-1,322
| -8% | -$33.1K | ﹤0.01% | 3272 |
|
|
2021
Q1 | $478K | Buy |
16,910
+382
| +2% | +$10.8K | ﹤0.01% | 2903 |
|
|
2020
Q4 | $386K | Sell |
16,528
-2,330
| -12% | -$54.4K | ﹤0.01% | 2881 |
|
|
2020
Q3 | $347K | Sell |
18,858
-127
| -0.7% | -$2.34K | ﹤0.01% | 2765 |
|
|
2020
Q2 | $380K | Sell |
18,985
-231,709
| -92% | -$4.64M | ﹤0.01% | 2577 |
|
|
2020
Q1 | $118K | Buy |
+250,694
| New | +$118K | ﹤0.01% | 3332 |
|