Tower Research Capital (TRC)’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.3K | Buy |
2,359
+27
| +1% | +$702 | ﹤0.01% | 2568 |
|
|
2025
Q4 | $55.2K | Buy |
2,332
+431
| +23% | +$10.1K | ﹤0.01% | 2345 |
|
|
2025
Q3 | $46K | Sell |
1,901
-974
| -34% | -$23.6K | ﹤0.01% | 2591 |
|
|
2025
Q2 | $68.5K | Buy |
2,875
+1,431
| +99% | +$32.9K | ﹤0.01% | 2706 |
|
|
2025
Q1 | $35.1K | Sell |
1,444
-15
| -1% | -$366 | ﹤0.01% | 2490 |
|
|
2024
Q4 | $35.7K | Sell |
1,459
-4,165
| -74% | -$101K | ﹤0.01% | 2783 |
|
|
2024
Q3 | $122K | Sell |
5,624
-9,554
| -63% | -$204K | ﹤0.01% | 2077 |
|
|
2024
Q2 | $274K | Buy |
15,178
+12,251
| +419% | +$220K | ﹤0.01% | 1835 |
|
|
2024
Q1 | $56.8K | Buy |
2,927
+35
| +1% | +$674 | ﹤0.01% | 2185 |
|
|
2023
Q4 | $61.9K | Sell |
2,892
-10,069
| -78% | -$183K | ﹤0.01% | 2989 |
|
|
2023
Q3 | $211K | Buy |
12,961
+12,072
| +1,358% | +$211K | 0.01% | 1396 |
|
|
2023
Q2 | $14.4K | Sell |
889
-1,860
| -68% | -$32.4K | ﹤0.01% | 3704 |
|
|
2023
Q1 | $59K | Buy |
2,749
+703
| +34% | +$19K | ﹤0.01% | 2350 |
|
|
2022
Q4 | $63K | Sell |
2,046
-4,424
| -68% | -$138K | ﹤0.01% | 2163 |
|
|
2022
Q3 | $171K | Sell |
6,470
-14,667
| -69% | -$387K | ﹤0.01% | 2072 |
|
|
2022
Q2 | $532K | Buy |
21,137
+20,250
| +2,283% | +$505K | 0.01% | 1101 |
|
|
2022
Q1 | $22K | Buy |
887
+465
| +110% | +$11.9K | ﹤0.01% | 3436 |
|
|
2021
Q4 | $10K | Sell |
422
-3,107
| -88% | -$76.7K | ﹤0.01% | 4566 |
|
|
2021
Q3 | $90K | Sell |
3,529
-6,421
| -65% | -$156K | ﹤0.01% | 2492 |
|
|
2021
Q2 | $249K | Buy |
9,950
+7,027
| +240% | +$196K | 0.01% | 1758 |
|
|
2021
Q1 | $83K | Sell |
2,923
-1,372
| -32% | -$35.9K | ﹤0.01% | 2729 |
|
|
2020
Q4 | $100K | Sell |
4,295
-50,686
| -92% | -$1.14M | ﹤0.01% | 2344 |
|
|
2020
Q3 | $1.01M | Buy |
54,981
+31,178
| +131% | +$610K | 0.01% | 982 |
|
|
2020
Q2 | $476K | Buy |
+23,803
| New | +$449K | 0.02% | 1078 |
|
|
2018
Q2 | – | Sell |
-683
| Closed | -$21K | – | 3826 |
|
|
2018
Q1 | $21K | Sell |
683
-1,781
| -72% | -$55K | ﹤0.01% | 2142 |
|
|
2017
Q4 | $76K | Sell |
2,464
-3,309
| -57% | -$102K | 0.01% | 1044 |
|
|
2017
Q3 | $171K | Buy |
+5,773
| New | +$155K | 0.01% | 880 |
|
|
2017
Q2 | – | Sell |
-737
| Closed | -$18K | – | 3054 |
|
|
2017
Q1 | $18K | Sell |
737
-33
| -4% | -$826 | ﹤0.01% | 1360 |
|
|
2016
Q4 | $20K | Buy |
+770
| New | +$16.5K | ﹤0.01% | 2137 |
|
|
2016
Q3 | – | Sell |
-201
| Closed | -$4K | – | 3957 |
|
|
2016
Q2 | $4K | Sell |
201
-126
| -39% | -$2.23K | ﹤0.01% | 3525 |
|
|
2016
Q1 | $6K | Sell |
327
-278
| -46% | -$4.9K | ﹤0.01% | 2520 |
|
|
2015
Q4 | $11K | Sell |
605
-1,471
| -71% | -$27.8K | ﹤0.01% | 2007 |
|
|
2015
Q3 | $39K | Buy |
2,076
+2,053
| +8,926% | +$37.1K | ﹤0.01% | 1192 |
|
|
2015
Q2 | $0 | Sell |
23
-150
| -87% | -$2.6K | ﹤0.01% | 4646 |
|
|
2015
Q1 | $3K | Sell |
173
-27
| -14% | -$441 | ﹤0.01% | 3564 |
|
|
2014
Q4 | $4K | Sell |
200
-1,614
| -89% | -$27.7K | ﹤0.01% | 2867 |
|
|
2014
Q3 | $29K | Buy |
1,814
+1,010
| +126% | +$16.4K | ﹤0.01% | 1996 |
|
|
2014
Q2 | $13K | Sell |
804
-891
| -53% | -$14.5K | ﹤0.01% | 2143 |
|
|
2014
Q1 | $28K | Buy |
1,695
+1,071
| +172% | +$18.7K | ﹤0.01% | 1570 |
|
|
2013
Q4 | $11K | Sell |
624
-1,571
| -72% | -$25.7K | ﹤0.01% | 2898 |
|
|
2013
Q3 | $34K | Buy |
2,195
+258
| +13% | +$4.05K | ﹤0.01% | 2246 |
|
|
2013
Q2 | $28K | Buy |
+1,937
| New | +$27.1K | ﹤0.01% | 1401 |
|
Other funds holding HFWA
VCM
BCM
