Royce & Associates’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
Q3 | $4.09M | Buy |
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|
2025
Q2 | $3.96M | Hold |
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|
2025
Q1 | $4.04M | Sell |
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|
2024
Q4 | $5.52M | Sell |
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|
2024
Q3 | $5.88M | Sell |
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|
2024
Q2 | $5.22M | Sell |
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|
2024
Q1 | $5.67M | Buy |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $761K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $590K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.23M | Sell |
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|
2020
Q3 | $3.49M | Buy |
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