Sterling Capital 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
$21.6K Buy
905
+322
+55% +$7.68K ﹤0.01% 1769
2025
Q1
$14.2K Sell
583
-481
-45% -$11.7K ﹤0.01% 1759
2024
Q4
$26.1K Buy
1,064
+945
+794% +$23.2K ﹤0.01% 1796
2024
Q3
$2.59K Buy
+119
New +$2.59K ﹤0.01% 2064