Smartleaf Asset Management’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	$16K	Sell	671 -152	-18%	-$3.62K	﹤0.01%	1641
2025 Q1	$19.9K	Hold	823	–	–	﹤0.01%	1604
2024 Q4	$20K	Buy	823 +705	+597%	+$17.1K	﹤0.01%	1636
2024 Q3	$2.52K	Sell	118 -352	-75%	-$7.52K	﹤0.01%	2406
2024 Q2	$8.22K	Buy	+470	New	+$8.22K	﹤0.01%	1512