Russell Investments Group’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 | $2.33M | Sell |
97,861
-76,290
| -44% | -$1.82M | ﹤0.01% | 1650 |
|
|
2025
Q1 | $4.24M | Buy |
174,151
+30,238
| +21% | +$736K | 0.01% | 1258 |
|
|
2024
Q4 | $3.53M | Buy |
143,913
+112,419
| +357% | +$2.75M | ﹤0.01% | 1349 |
|
|
2024
Q3 | $686K | Buy |
31,494
+8,636
| +38% | +$188K | ﹤0.01% | 2171 |
|
|
2024
Q2 | $412K | Buy |
22,858
+1,763
| +8% | +$31.8K | ﹤0.01% | 2265 |
|
|
2024
Q1 | $409K | Sell |
21,095
-7,875
| -27% | -$153K | ﹤0.01% | 2261 |
|
|
2023
Q4 | $620K | Buy |
28,970
+17,536
| +153% | +$375K | ﹤0.01% | 2147 |
|
|
2023
Q3 | $186K | Sell |
11,434
-47,560
| -81% | -$776K | ﹤0.01% | 2504 |
|
|
2023
Q2 | $954K | Sell |
58,994
-76,691
| -57% | -$1.24M | ﹤0.01% | 1960 |
|
|
2023
Q1 | $2.9M | Buy |
135,685
+18,156
| +15% | +$389K | 0.01% | 1367 |
|
|
2022
Q4 | $3.6M | Buy |
117,529
+9,178
| +8% | +$281K | 0.01% | 1261 |
|
|
2022
Q3 | $2.87M | Buy |
108,351
+23,859
| +28% | +$631K | 0.01% | 1352 |
|
|
2022
Q2 | $2.12M | Buy |
84,492
+64,131
| +315% | +$1.61M | ﹤0.01% | 1557 |
|
|
2022
Q1 | $509K | Buy |
20,361
+454
| +2% | +$11.3K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $485K | Buy |
19,907
+577
| +3% | +$14.1K | ﹤0.01% | 2458 |
|
|
2021
Q3 | $492K | Sell |
19,330
-46,560
| -71% | -$1.19M | ﹤0.01% | 2469 |
|
|
2021
Q2 | $1.65M | Sell |
65,890
-39,069
| -37% | -$977K | ﹤0.01% | 2032 |
|
|
2021
Q1 | $2.96M | Sell |
104,959
-41,920
| -29% | -$1.18M | 0.01% | 1650 |
|
|
2020
Q4 | $3.43M | Buy |
146,879
+38,747
| +36% | +$906K | 0.01% | 1452 |
|
|
2020
Q3 | $1.99M | Buy |
108,132
+38,668
| +56% | +$711K | ﹤0.01% | 1692 |
|
|
2020
Q2 | $1.39M | Buy |
69,464
+51,150
| +279% | +$1.02M | ﹤0.01% | 1859 |
|
|
2020
Q1 | $365K | Buy |
18,314
+13,327
| +267% | +$266K | ﹤0.01% | 2313 |
|
|
2019
Q4 | $141K | Hold |
4,987
| – | – | ﹤0.01% | 2806 |
|
|
2019
Q3 | $134K | Buy |
+4,987
| New | +$134K | ﹤0.01% | 2750 |
|
|
2019
Q2 | – | Sell |
-35,637
| Closed | -$1.08M | – | 2905 |
|
|
2019
Q1 | $1.08M | Sell |
35,637
-24,472
| -41% | -$738K | ﹤0.01% | 2023 |
|
|
2018
Q4 | $1.79M | Sell |
60,109
-57,700
| -49% | -$1.71M | ﹤0.01% | 1670 |
|
|
2018
Q3 | $4.14M | Sell |
117,809
-62,500
| -35% | -$2.2M | 0.01% | 1395 |
|
|
2018
Q2 | $6.28M | Sell |
180,309
-5,254
| -3% | -$183K | 0.01% | 1166 |
|
|
2018
Q1 | $5.68M | Sell |
185,563
-4,743
| -2% | -$145K | 0.01% | 1289 |
|
|
2017
Q4 | $5.96M | Sell |
190,306
-7,324
| -4% | -$229K | 0.01% | 1243 |
|
|
2017
Q3 | $5.83M | Buy |
197,630
+18,063
| +10% | +$533K | 0.01% | 1198 |
|
|
2017
Q2 | $4.76M | Sell |
179,567
-130,151
| -42% | -$3.45M | 0.01% | 1266 |
|
|
2017
Q1 | $7.67M | Sell |
309,718
-6,786
| -2% | -$168K | 0.01% | 1000 |
|
|
2016
Q4 | $8.18M | Buy |
+316,504
| New | +$8.18M | 0.02% | 962 |
|