Principal Securities’s Heritage Financial HFWA Stock Holding History

Principal Securities’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$501	Hold
2025 Q1	$515	Hold
2024 Q4	$515	Hold
2024 Q3	$457	Hold
2024 Q2	$379	Buy
2024 Q1	$155	Hold
2023 Q4	$171	Buy