SEI Investments’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
Q2 | $328K | Sell |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $942K | Sell |
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|
2024
Q1 | $1.21M | Sell |
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|
2023
Q4 | $1.39M | Buy |
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|
2023
Q3 | $894K | Buy |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $497K | Buy |
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|
2021
Q4 | $418K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $237K | Hold |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $199K | Sell |
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|
2020
Q2 | $342K | Buy |
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|
2020
Q1 | $285K | Buy |
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|
2019
Q4 | $399K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $208K | Sell |
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|
2019
Q1 | $668K | Buy |
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|
2018
Q4 | $538K | Buy |
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|
2018
Q3 | $172K | Sell |
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|
2018
Q2 | $172K | Buy |
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|
2018
Q1 | $93K | Sell |
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|
2017
Q4 | $518K | Sell |
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|
2017
Q3 | $847K | Sell |
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|
2017
Q2 | $1.2M | Buy |
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|
2017
Q1 | $1.05M | Sell |
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|
2016
Q4 | $1.56M | Sell |
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|
2016
Q3 | $1.11M | Hold |
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|
2016
Q2 | $1.08M | Sell |
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|
2016
Q1 | $1.17M | Buy |
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|
2015
Q4 | $1.1M | Buy |
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|
2015
Q3 | $589K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $68K | Buy |
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