Rothschild Investment 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 | $2.27K | Buy |
95
+25
| +36% | +$596 | ﹤0.01% | 1989 |
|
|
2025
Q1 | $1.7K | Buy |
70
+50
| +250% | +$1.22K | ﹤0.01% | 1999 |
|
|
2024
Q4 | $490 | Sell |
20
-35
| -64% | -$858 | ﹤0.01% | 2538 |
|
|
2024
Q3 | $1.2K | Buy |
55
+40
| +267% | +$871 | ﹤0.01% | 2035 |
|
|
2024
Q2 | $270 | Buy |
15
+10
| +200% | +$180 | ﹤0.01% | 2350 |
|
|
2024
Q1 | $97 | Buy |
+5
| New | +$97 | ﹤0.01% | 2221 |
|