Red Tortoise LLC’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 | $3.55K | Hold |
149
| – | – | ﹤0.01% | 418 |
|
|
2025
Q1 | $3.63K | Hold |
149
| – | – | ﹤0.01% | 399 |
|
|
2024
Q4 | $3.65K | Hold |
149
| – | – | ﹤0.01% | 412 |
|
|
2024
Q3 | $3.24K | Hold |
149
| – | – | ﹤0.01% | 434 |
|
|
2024
Q2 | $2.69K | Hold |
149
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $2.89K | Hold |
149
| – | – | ﹤0.01% | 444 |
|
|
2023
Q4 | $3.19K | Hold |
149
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $2.43K | Hold |
149
| – | – | ﹤0.01% | 404 |
|
|
2023
Q2 | $2.41K | Buy |
+149
| New | +$2.41K | ﹤0.01% | 421 |
|