Raymond James Financial
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Raymond James Financial’s Heritage Financial HFWA Stock Holding History

Raymond James Financial’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.21M Buy
50,895
+6,579
+15% +$157K ﹤0.01% 3437
2025
Q1 		$1.08M Buy
+44,316
New +$1.08M ﹤0.01% 3424