Pacific Ridge Capital Partners’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 | $1M | Hold |
41,965
| – | – | 0.24% | 81 |
|
|
2025
Q1 | $1.02M | Sell |
41,965
-341
| -0.8% | -$8.3K | 0.27% | 75 |
|
|
2024
Q4 | $1.04M | Hold |
42,306
| – | – | 0.24% | 90 |
|
|
2024
Q3 | $921K | Sell |
42,306
-14,490
| -26% | -$315K | 0.22% | 93 |
|
|
2024
Q2 | $1.02M | Buy |
56,796
+74
| +0.1% | +$1.33K | 0.25% | 95 |
|
|
2024
Q1 | $1.1M | Sell |
56,722
-3,906
| -6% | -$75.7K | 0.24% | 98 |
|
|
2023
Q4 | $1.3M | Buy |
60,628
+13,165
| +28% | +$282K | 0.26% | 98 |
|
|
2023
Q3 | $774K | Buy |
47,463
+12,360
| +35% | +$202K | 0.18% | 112 |
|
|
2023
Q2 | $568K | Buy |
+35,103
| New | +$568K | 0.13% | 124 |
|
|
2017
Q4 | – | Sell |
-29,039
| Closed | -$857K | – | 141 |
|
|
2017
Q3 | $857K | Buy |
29,039
+290
| +1% | +$8.56K | 0.24% | 118 |
|
|
2017
Q2 | $762K | Sell |
28,749
-620
| -2% | -$16.4K | 0.22% | 114 |
|
|
2017
Q1 | $727K | Buy |
29,369
+6,780
| +30% | +$168K | 0.21% | 132 |
|
|
2016
Q4 | $582K | Buy |
22,589
+430
| +2% | +$11.1K | 0.21% | 124 |
|
|
2016
Q3 | $398K | Sell |
22,159
-130
| -0.6% | -$2.34K | 0.16% | 138 |
|
|
2016
Q2 | $392K | Buy |
22,289
+60
| +0.3% | +$1.06K | 0.18% | 135 |
|
|
2016
Q1 | $391K | Buy |
22,229
+80
| +0.4% | +$1.41K | 0.18% | 138 |
|
|
2015
Q4 | $417K | Hold |
22,149
| – | – | 0.19% | 125 |
|
|
2015
Q3 | $417K | Sell |
22,149
-3,164
| -12% | -$59.6K | 0.2% | 127 |
|
|
2015
Q2 | $452K | Sell |
25,313
-3,000
| -11% | -$53.6K | 0.19% | 138 |
|
|
2015
Q1 | $481K | Buy |
28,313
+560
| +2% | +$9.51K | 0.19% | 133 |
|
|
2014
Q4 | $487K | Buy |
27,753
+300
| +1% | +$5.26K | 0.21% | 130 |
|
|
2014
Q3 | $435K | Buy |
27,453
+9,586
| +54% | +$152K | 0.22% | 133 |
|
|
2014
Q2 | $287K | Buy |
+17,867
| New | +$287K | 0.2% | 135 |
|