Rothschild Investment LLC’s Heritage Financial HFWA Stock Holding History

Rothschild Investment LLC’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.27K	Buy
2025 Q1	$1.7K	Buy
2024 Q4	$490	Sell
2024 Q3	$1.2K	Buy
2024 Q2	$270	Buy
2024 Q1	$97	Buy