Parkside Financial Bank & Trust’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 | $62.1K | Buy |
2,389
+2,297
| +2,497% | +$59.7K | ﹤0.01% | 873 |
|
|
2025
Q4 | $2.18K | Hold |
92
| – | – | ﹤0.01% | 2071 |
|
|
2025
Q3 | $2.23K | Hold |
92
| – | – | ﹤0.01% | 1983 |
|
|
2025
Q2 | $2.19K | Buy |
92
+40
| +77% | +$921 | ﹤0.01% | 1972 |
|
|
2025
Q1 | $1.27K | Buy |
52
+19
| +58% | +$463 | ﹤0.01% | 2029 |
|
|
2024
Q4 | $809 | Sell |
33
-1
| -3% | -$24 | ﹤0.01% | 1782 |
|
|
2024
Q3 | $741 | Hold |
34
| – | – | ﹤0.01% | 1753 |
|
|
2024
Q2 | $614 | Hold |
34
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q1 | $660 | Hold |
34
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q4 | $728 | Sell |
34
-68
| -67% | -$1.23K | ﹤0.01% | 1676 |
|
|
2023
Q3 | $1.66K | Buy |
102
+63
| +162% | +$1.1K | ﹤0.01% | 1718 |
|
|
2023
Q2 | $631 | Sell |
39
-22
| -36% | -$383 | ﹤0.01% | 1879 |
|
|
2023
Q1 | $1.31K | Buy |
61
+5
| +9% | +$135 | ﹤0.01% | 1800 |
|
|
2022
Q4 | $1.72K | Hold |
56
| – | – | ﹤0.01% | 1727 |
|
|
2022
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1685 |
|
|
2022
Q2 | $1K | Hold |
56
| – | – | ﹤0.01% | 1717 |
|
|
2022
Q1 | $1K | Sell |
56
-97
| -63% | -$2.48K | ﹤0.01% | 1722 |
|
|
2021
Q4 | $4K | Hold |
153
| – | – | ﹤0.01% | 1398 |
|
|
2021
Q3 | $4K | Sell |
153
-3
| -2% | -$73 | ﹤0.01% | 1328 |
|
|
2021
Q2 | $4K | Buy |
156
+8
| +5% | +$223 | ﹤0.01% | 1320 |
|
|
2021
Q1 | $4K | Hold |
148
| – | – | ﹤0.01% | 1271 |
|
|
2020
Q4 | $3K | Buy |
148
+97
| +190% | +$2.18K | ﹤0.01% | 1301 |
|
|
2020
Q3 | $1K | Buy |
51
+29
| +132% | +$567 | ﹤0.01% | 1339 |
|
|
2020
Q2 | $0 | Sell |
22
-113
| -84% | -$2.13K | ﹤0.01% | 1565 |
|
|
2020
Q1 | $3K | Buy |
+135
| New | +$3.33K | ﹤0.01% | 999 |
|
|
2019
Q4 | – | Sell |
-15
| Closed | – | – | 1599 |
|
|
2019
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1596 |
|
|
2019
Q2 | $0 | Buy |
15
+2
| +15% | +$60 | ﹤0.01% | 1615 |
|
|
2019
Q1 | $0 | Sell |
13
-10
| -43% | -$313 | ﹤0.01% | 1581 |
|
|
2018
Q4 | $1K | Buy |
+23
| New | +$752 | ﹤0.01% | 1220 |
|
Other funds holding HFWA
VCM
BCM
