Steward Partners Investment Advisory’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 | – | Sell |
-150
| Closed | -$3.65K | – | 4182 |
|
|
2025
Q1 | $3.65K | Hold |
150
| – | – | ﹤0.01% | 3474 |
|
|
2024
Q4 | $3.68K | Sell |
150
-250
| -63% | -$6.13K | ﹤0.01% | 3471 |
|
|
2024
Q3 | $8.71K | Hold |
400
| – | – | ﹤0.01% | 2997 |
|
|
2024
Q2 | $7.21K | Hold |
400
| – | – | ﹤0.01% | 2925 |
|
|
2024
Q1 | $7.76K | Hold |
400
| – | – | ﹤0.01% | 2904 |
|
|
2023
Q4 | $8.56K | Hold |
400
| – | – | ﹤0.01% | 2772 |
|
|
2023
Q3 | $6.52K | Buy |
+400
| New | +$6.52K | ﹤0.01% | 2739 |
|