Public Sector Pension Investment Board (PSP Investments)’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 | $2.77M | Buy |
116,282
+8,456
| +8% | +$202K | 0.01% | 917 |
|
|
2025
Q1 | $2.62M | Buy |
107,826
+22,718
| +27% | +$553K | 0.01% | 987 |
|
|
2024
Q4 | $2.09M | Buy |
85,108
+11,898
| +16% | +$292K | 0.01% | 1024 |
|
|
2024
Q3 | $1.59M | Sell |
73,210
-3,100
| -4% | -$67.5K | 0.01% | 949 |
|
|
2024
Q2 | $1.38M | Buy |
76,310
+3,877
| +5% | +$69.9K | 0.01% | 958 |
|
|
2024
Q1 | $1.4M | Hold |
72,433
| – | – | 0.01% | 901 |
|
|
2023
Q4 | $1.55M | Buy |
72,433
+29,115
| +67% | +$623K | 0.01% | 858 |
|
|
2023
Q3 | $707K | Sell |
43,318
-18,918
| -30% | -$309K | 0.01% | 1221 |
|
|
2023
Q2 | $1.01M | Buy |
62,236
+491
| +0.8% | +$7.94K | 0.01% | 1207 |
|
|
2023
Q1 | $1.32M | Sell |
61,745
-2,119
| -3% | -$45.3K | 0.01% | 1091 |
|
|
2022
Q4 | $1.96M | Sell |
63,864
-482
| -0.7% | -$14.8K | 0.02% | 922 |
|
|
2022
Q3 | $1.7M | Sell |
64,346
-633
| -1% | -$16.8K | 0.01% | 910 |
|
|
2022
Q2 | $1.64M | Sell |
64,979
-545
| -0.8% | -$13.7K | 0.01% | 914 |
|
|
2022
Q1 | $1.64M | Sell |
65,524
-6,100
| -9% | -$153K | 0.01% | 1084 |
|
|
2021
Q4 | $1.75M | Sell |
71,624
-1,900
| -3% | -$46.4K | 0.01% | 1126 |
|
|
2021
Q3 | $1.88M | Hold |
73,524
| – | – | 0.01% | 1094 |
|
|
2021
Q2 | $1.84M | Sell |
73,524
-520
| -0.7% | -$13K | 0.01% | 1111 |
|
|
2021
Q1 | $2.09M | Sell |
74,044
-5,390
| -7% | -$152K | 0.01% | 939 |
|
|
2020
Q4 | $1.86M | Sell |
79,434
-810
| -1% | -$18.9K | 0.01% | 905 |
|
|
2020
Q3 | $1.48M | Hold |
80,244
| – | – | 0.01% | 1000 |
|
|
2020
Q2 | $1.61M | Sell |
80,244
-1,800
| -2% | -$36K | 0.01% | 886 |
|
|
2020
Q1 | $1.64M | Hold |
82,044
| – | – | 0.02% | 716 |
|
|
2019
Q4 | $2.32M | Sell |
82,044
-11,600
| -12% | -$328K | 0.01% | 1024 |
|
|
2019
Q3 | $2.53M | Buy |
93,644
+20,416
| +28% | +$550K | 0.02% | 905 |
|
|
2019
Q2 | $2.16M | Buy |
73,228
+42,700
| +140% | +$1.26M | 0.02% | 856 |
|
|
2019
Q1 | $920K | Buy |
30,528
+1,400
| +5% | +$42.2K | 0.01% | 1091 |
|
|
2018
Q4 | $866K | Buy |
29,128
+6,100
| +26% | +$181K | 0.01% | 975 |
|
|
2018
Q3 | $809K | Buy |
23,028
+4,628
| +25% | +$163K | 0.01% | 1008 |
|
|
2018
Q2 | $641K | Buy |
+18,400
| New | +$641K | ﹤0.01% | 981 |
|