Quadrant Capital Group’s Heritage Financial HFWA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.6K Buy
2025
Q2
Sell
2025
Q1
$5.18K Hold
2024
Q4
$5.22K Hold
2024
Q3
$4.64K Hold
2024
Q2
$3.84K Buy
2024
Q1
$3.06K Hold
2023
Q4
$3.38K Sell
2023
Q3
$10.8K Sell
2023
Q2
$12.5K Sell
2023
Q1
$17.3K Buy
2022
Q4
$8.7K Buy
2022
Q3
$5K Buy
2020
Q2
Sell
2020
Q1
$2K Sell
2019
Q4
$2K Buy