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Stephens Consulting’s Heritage Financial HFWA Stock Holding History

Stephens Consulting’s Portfolio HFWA Stock Details HFWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$716 Buy
30
+15
+100% +$358 ﹤0.01% 790
2025
Q1 		$365 Buy
+15
New +$365 ﹤0.01% 1234