Pacific Ridge Capital Partners’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
Q3 | $1.02M | Hold |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $1.02M | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $921K | Sell |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $857K | Buy |
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|
2017
Q2 | $762K | Sell |
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|
2017
Q1 | $727K | Buy |
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|
2016
Q4 | $582K | Buy |
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|
2016
Q3 | $398K | Sell |
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|
2016
Q2 | $392K | Buy |
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|
2016
Q1 | $391K | Buy |
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|
2015
Q4 | $417K | Hold |
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|
2015
Q3 | $417K | Sell |
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|
2015
Q2 | $452K | Sell |
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|
2015
Q1 | $481K | Buy |
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|
2014
Q4 | $487K | Buy |
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|
2014
Q3 | $435K | Buy |
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|
2014
Q2 | $287K | Buy |
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