Rafferty Asset Management’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
Q2 | $908K | Buy |
|
|||||
|
2025
Q1 | $694K | Sell |
|
|||||
|
2024
Q4 | $720K | Sell |
|
|||||
|
2024
Q3 | $865K | Sell |
|
|||||
|
2024
Q2 | $993K | Buy |
|
|||||
|
2024
Q1 | $880K | Buy |
|
|||||
|
2023
Q4 | $880K | Buy |
|
|||||
|
2023
Q3 | $519K | Sell |
|
|||||
|
2023
Q2 | $863K | Buy |
|
|||||
|
2023
Q1 | $600K | Buy |
|
|||||
|
2022
Q4 | $317K | Sell |
|
|||||
|
2022
Q3 | $279K | Buy |
|
|||||
|
2022
Q2 | $249K | Sell |
|
|||||
|
2022
Q1 | $591K | Buy |
|
|||||
|
2021
Q4 | $448K | Buy |
|
|||||
|
2021
Q3 | $419K | Sell |
|
|||||
|
2021
Q2 | $432K | Sell |
|
|||||
|
2021
Q1 | $551K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $453K | Sell |
|
|||||
|
2015
Q3 | $532K | Buy |
|