Osaic Holdings’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.3K | Buy |
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|
2025
Q1 | $10.2K | Sell |
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|
2024
Q4 | $11K | Buy |
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|
2024
Q3 | $9.38K | Buy |
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|
2024
Q2 | $7.54K | Sell |
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|
2024
Q1 | $29.7K | Sell |
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|
2023
Q4 | $33.4K | Buy |
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|
2023
Q3 | $23.5K | Sell |
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|
2023
Q2 | $35.9K | Buy |
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|
2023
Q1 | $43.3K | Sell |
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|
2022
Q4 | $68K | Sell |
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|
2022
Q3 | $60K | Sell |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $68K | Buy |
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|
2021
Q4 | $66K | Sell |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $390K | Sell |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $386K | Sell |
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|
2020
Q3 | $347K | Sell |
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|
2020
Q2 | $380K | Sell |
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|
2020
Q1 | $118K | Buy |
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