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Rise Advisors’s Heritage Financial HFWA Stock Holding History

Rise Advisors’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 		$20.8K Hold
872
– – 0.01% 517
2025
Q1 		$21.2K Buy
+872
New +$21.2K 0.01% 467