Smartleaf Asset Management’s Heritage Financial HFWA Stock Holding History

Smartleaf Asset Management’s Portfolio HFWA Stock Details HFWA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$16K	Sell
2025 Q1	$19.9K	Hold
2024 Q4	$20K	Buy
2024 Q3	$2.52K	Sell
2024 Q2	$8.21K	Buy