Steward Partners Investment Advisory’s Heritage Financial HFWA Stock Holding History

Steward Partners Investment Advisory’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	–	Sell
2025 Q1	$3.65K	Hold
2024 Q4	$3.67K	Sell
2024 Q3	$8.71K	Hold
2024 Q2	$7.21K	Hold
2024 Q1	$7.76K	Hold
2023 Q4	$8.56K	Hold
2023 Q3	$6.52K	Buy