Tudor Investment Corp’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
Sell
-13,762
Closed -$325K 4052
2025
Q4
$325K Buy
+13,762
New +$324K ﹤0.01% 2995
2025
Q3
Sell
-33,964
Closed -$810K 3732
2025
Q2
$810K Buy
33,964
+25,188
+287% +$580K 0.01% 2280
2025
Q1
$214K Sell
8,776
-52,580
-86% -$1.28M ﹤0.01% 2831
2024
Q4
$1.5M Buy
+61,356
New +$1.49M 0.02% 1439
2024
Q2
Sell
-25,409
Closed -$493K 2576
2024
Q1
$493K Sell
25,409
-4,208
-14% -$81K 0.01% 1655
2023
Q4
$634K Buy
+29,617
New +$537K 0.01% 1666
2022
Q1
Sell
-42,397
Closed -$1.04M 2329
2021
Q4
$1.04M Buy
42,397
+29,552
+230% +$729K 0.02% 977
2021
Q3
$328K Sell
12,845
-30,074
-70% -$731K 0.01% 1974
2021
Q2
$1.07M Buy
42,919
+30,723
+252% +$856K 0.02% 835
2021
Q1
$344K Buy
+12,196
New +$319K 0.01% 1259
2019
Q4
Sell
-26,985
Closed -$728K 1242
2019
Q3
$728K Buy
26,985
+12,783
+90% +$353K 0.03% 594
2019
Q2
$420K Buy
+14,202
New +$428K 0.02% 772

Other funds holding HFWA