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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.5K | Buy |
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|
2025
Q1 | $35.1K | Sell |
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|
2024
Q4 | $35.7K | Sell |
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|
2024
Q3 | $122K | Sell |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $56.8K | Buy |
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|
2023
Q4 | $61.9K | Sell |
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|
2023
Q3 | $211K | Buy |
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|
2023
Q2 | $14.4K | Sell |
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|
2023
Q1 | $59K | Buy |
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|
2022
Q4 | $63K | Sell |
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|
2022
Q3 | $171K | Sell |
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|
2022
Q2 | $532K | Buy |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $10K | Sell |
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|
2021
Q3 | $90K | Sell |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $83K | Sell |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $1.01M | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $21K | Sell |
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|
2017
Q4 | $76K | Sell |
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|
2017
Q3 | $171K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $18K | Sell |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $4K | Sell |
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|
2016
Q1 | $6K | Sell |
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|
2015
Q4 | $11K | Sell |
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|
2015
Q3 | $39K | Buy |
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|
2015
Q2 | $0 | Sell |
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|
2015
Q1 | $3K | Sell |
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|
2014
Q4 | $4K | Sell |
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|
2014
Q3 | $29K | Buy |
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|
2014
Q2 | $13K | Sell |
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|
2014
Q1 | $28K | Buy |
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|
2013
Q4 | $11K | Sell |
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|
2013
Q3 | $34K | Buy |
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|
2013
Q2 | $28K | Buy |
|