Quadrant Capital Group’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 | – | Sell |
-213
| Closed | -$5.18K | – | 1890 |
|
|
2025
Q1 | $5.18K | Hold |
213
| – | – | ﹤0.01% | 2348 |
|
|
2024
Q4 | $5.22K | Hold |
213
| – | – | ﹤0.01% | 2291 |
|
|
2024
Q3 | $4.64K | Hold |
213
| – | – | ﹤0.01% | 2334 |
|
|
2024
Q2 | $3.84K | Buy |
213
+55
| +35% | +$992 | ﹤0.01% | 2359 |
|
|
2024
Q1 | $3.06K | Hold |
158
| – | – | ﹤0.01% | 2422 |
|
|
2023
Q4 | $3.38K | Sell |
158
-503
| -76% | -$10.8K | ﹤0.01% | 2368 |
|
|
2023
Q3 | $10.8K | Sell |
661
-115
| -15% | -$1.88K | ﹤0.01% | 1962 |
|
|
2023
Q2 | $12.5K | Sell |
776
-32
| -4% | -$517 | ﹤0.01% | 1917 |
|
|
2023
Q1 | $17.3K | Buy |
808
+524
| +185% | +$11.2K | ﹤0.01% | 1770 |
|
|
2022
Q4 | $8.7K | Buy |
284
+96
| +51% | +$2.94K | ﹤0.01% | 2023 |
|
|
2022
Q3 | $5K | Buy |
+188
| New | +$5K | ﹤0.01% | 2133 |
|
|
2020
Q2 | – | Sell |
-83
| Closed | -$2K | – | 2293 |
|
|
2020
Q1 | $2K | Sell |
83
-17
| -17% | -$410 | ﹤0.01% | 1854 |
|
|
2019
Q4 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2239 |
|