SignatureFD’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 | $1.5K | Hold |
63
| – | – | ﹤0.01% | 2924 |
|
|
2025
Q1 | $1.53K | Hold |
63
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q4 | $1.54K | Hold |
63
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q3 | $1.37K | Hold |
63
| – | – | ﹤0.01% | 2921 |
|
|
2024
Q2 | $1.14K | Hold |
63
| – | – | ﹤0.01% | 2875 |
|
|
2024
Q1 | $1.22K | Hold |
63
| – | – | ﹤0.01% | 2911 |
|
|
2023
Q4 | $1.35K | Hold |
63
| – | – | ﹤0.01% | 2850 |
|
|
2023
Q3 | $1.03K | Hold |
63
| – | – | ﹤0.01% | 2926 |
|
|
2023
Q2 | $1.02K | Hold |
63
| – | – | ﹤0.01% | 2961 |
|
|
2023
Q1 | $1.35K | Hold |
63
| – | – | ﹤0.01% | 2915 |
|
|
2022
Q4 | $1.93K | Hold |
63
| – | – | ﹤0.01% | 2822 |
|
|
2022
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2772 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2742 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2798 |
|
|
2021
Q4 | $2K | Sell |
63
-1
| -2% | -$32 | ﹤0.01% | 2722 |
|
|
2021
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 2646 |
|
|
2021
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 2571 |
|
|
2021
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 2469 |
|
|
2020
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 2423 |
|
|
2020
Q3 | $1K | Sell |
64
-58
| -48% | -$906 | ﹤0.01% | 2413 |
|
|
2020
Q2 | $2K | Buy |
122
+48
| +65% | +$787 | ﹤0.01% | 2113 |
|
|
2020
Q1 | $1K | Buy |
+74
| New | +$1K | ﹤0.01% | 2103 |
|