Principal Securities’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 | $501 | Hold |
21
| – | – | ﹤0.01% | 3478 |
|
|
2025
Q1 | $515 | Hold |
21
| – | – | ﹤0.01% | 3347 |
|
|
2024
Q4 | $515 | Hold |
21
| – | – | ﹤0.01% | 3341 |
|
|
2024
Q3 | $457 | Hold |
21
| – | – | ﹤0.01% | 3292 |
|
|
2024
Q2 | $379 | Buy |
21
+13
| +163% | +$235 | ﹤0.01% | 3239 |
|
|
2024
Q1 | $155 | Hold |
8
| – | – | ﹤0.01% | 3259 |
|
|
2023
Q4 | $171 | Buy |
+8
| New | +$171 | ﹤0.01% | 3152 |
|