Renaissance Technologies’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 | $7.67M | Sell |
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|
2025
Q1 | $8.09M | Buy |
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|
2024
Q4 | $6.02M | Sell |
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|
2024
Q3 | $6.44M | Sell |
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|
2024
Q2 | $5.79M | Buy |
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|
2024
Q1 | $5.89M | Buy |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $3.68M | Buy |
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|
2023
Q2 | $2.31M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $2.98M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $819K | Sell |
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|
2021
Q4 | $1.08M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $222K | Sell |
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|
2020
Q1 | $522K | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.85M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1.19M | Sell |
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|
2018
Q1 | $4.19M | Buy |
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|
2017
Q4 | $3.01M | Sell |
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|
2017
Q3 | $3.44M | Sell |
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|
2017
Q2 | $3.36M | Buy |
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|
2017
Q1 | $3.09M | Sell |
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|
2016
Q4 | $3.31M | Sell |
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|
2016
Q3 | $2.46M | Sell |
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|
2016
Q2 | $2.64M | Sell |
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|
2016
Q1 | $3.13M | Buy |
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|
2015
Q4 | $2.78M | Buy |
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|
2015
Q3 | $1.79M | Buy |
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|
2015
Q2 | $1.09M | Buy |
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|
2015
Q1 | $819K | Buy |
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|
2014
Q4 | $537K | Sell |
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|
2014
Q3 | $1.81M | Buy |
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|
2014
Q2 | $1.36M | Buy |
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|
2014
Q1 | $465K | Sell |
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|
2013
Q4 | $604K | Buy |
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|
2013
Q3 | $326K | Buy |
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|
2013
Q2 | $264K | Buy |
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