SAG
SageView Advisory Group’s Heritage Financial HFWA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
14,440
-41
| -0.3% | -$963 | 0.01% | 463 |
|
|
2025
Q1 | $352K | Buy |
14,481
+365
| +3% | +$8.88K | 0.02% | 427 |
|
|
2024
Q4 | $346K | Hold |
14,116
| – | – | 0.01% | 413 |
|
|
2024
Q3 | $307K | Buy |
+14,116
| New | +$307K | 0.02% | 386 |
|
|
2023
Q4 | – | Sell |
-13,606
| Closed | -$222K | – | 687 |
|
|
2023
Q3 | $222K | Buy |
13,606
+275
| +2% | +$4.49K | 0.01% | 493 |
|
|
2023
Q2 | $216K | Buy |
+13,331
| New | +$216K | 0.01% | 518 |
|
|
2023
Q1 | – | Sell |
-7,774
| Closed | -$238K | – | 469 |
|
|
2022
Q4 | $238K | Buy |
+7,774
| New | +$238K | 0.02% | 370 |
|