SignatureFD’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64K | Hold |
63
| – | – | ﹤0.01% | 3106 |
|
|
2025
Q4 | $1.49K | Hold |
63
| – | – | ﹤0.01% | 3044 |
|
|
2025
Q3 | $1.52K | Hold |
63
| – | – | ﹤0.01% | 3007 |
|
|
2025
Q2 | $1.5K | Hold |
63
| – | – | ﹤0.01% | 2938 |
|
|
2025
Q1 | $1.53K | Hold |
63
| – | – | ﹤0.01% | 2945 |
|
|
2024
Q4 | $1.54K | Hold |
63
| – | – | ﹤0.01% | 2940 |
|
|
2024
Q3 | $1.37K | Hold |
63
| – | – | ﹤0.01% | 2930 |
|
|
2024
Q2 | $1.14K | Hold |
63
| – | – | ﹤0.01% | 2881 |
|
|
2024
Q1 | $1.22K | Hold |
63
| – | – | ﹤0.01% | 2917 |
|
|
2023
Q4 | $1.35K | Hold |
63
| – | – | ﹤0.01% | 2858 |
|
|
2023
Q3 | $1.03K | Hold |
63
| – | – | ﹤0.01% | 2934 |
|
|
2023
Q2 | $1.02K | Hold |
63
| – | – | ﹤0.01% | 2968 |
|
|
2023
Q1 | $1.35K | Hold |
63
| – | – | ﹤0.01% | 2917 |
|
|
2022
Q4 | $1.93K | Hold |
63
| – | – | ﹤0.01% | 2825 |
|
|
2022
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 2779 |
|
|
2022
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 2749 |
|
|
2022
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 2806 |
|
|
2021
Q4 | $2K | Sell |
63
-1
| -2% | -$25 | ﹤0.01% | 2725 |
|
|
2021
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 2652 |
|
|
2021
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 2581 |
|
|
2021
Q1 | $2K | Hold |
64
| – | – | ﹤0.01% | 2477 |
|
|
2020
Q4 | $1K | Hold |
64
| – | – | ﹤0.01% | 2432 |
|
|
2020
Q3 | $1K | Sell |
64
-58
| -48% | -$1.14K | ﹤0.01% | 2425 |
|
|
2020
Q2 | $2K | Buy |
122
+48
| +65% | +$905 | ﹤0.01% | 2124 |
|
|
2020
Q1 | $1K | Buy |
+74
| New | +$1.83K | ﹤0.01% | 2116 |
|
Other funds holding HFWA
VCM
BCM
