Point72 Asset Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,900
| Closed | -$194K | – | 1488 |
|
|
2024
Q4 | $194K | Buy |
7,900
+3,549
| +82% | +$87K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $94.7K | Sell |
4,351
-1,149
| -21% | -$25K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $99.2K | Buy |
+5,500
| New | +$99.2K | ﹤0.01% | 1076 |
|
|
2024
Q1 | – | Sell |
-900
| Closed | -$19.3K | – | 1618 |
|
|
2023
Q4 | $19.3K | Sell |
900
-2,360
| -72% | -$50.5K | ﹤0.01% | 1307 |
|
|
2023
Q3 | $53.2K | Buy |
3,260
+1,775
| +120% | +$29K | ﹤0.01% | 1433 |
|
|
2023
Q2 | $24K | Buy |
+1,485
| New | +$24K | ﹤0.01% | 1221 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$643 | – | 1824 |
|
|
2022
Q4 | $643 | Buy |
+21
| New | +$643 | ﹤0.01% | 1049 |
|