Tudor Investment Corp’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 | $810K | Buy |
33,964
+25,188
| +287% | +$600K | ﹤0.01% | 1166 |
|
|
2025
Q1 | $214K | Sell |
8,776
-52,580
| -86% | -$1.28M | ﹤0.01% | 1402 |
|
|
2024
Q4 | $1.5M | Buy |
+61,356
| New | +$1.5M | 0.01% | 856 |
|
|
2024
Q2 | – | Sell |
-25,409
| Closed | -$493K | – | 1697 |
|
|
2024
Q1 | $493K | Sell |
25,409
-4,208
| -14% | -$81.6K | ﹤0.01% | 1101 |
|
|
2023
Q4 | $634K | Buy |
+29,617
| New | +$634K | 0.01% | 1065 |
|
|
2022
Q1 | – | Sell |
-42,397
| Closed | -$1.04M | – | 1708 |
|
|
2021
Q4 | $1.04M | Buy |
42,397
+29,552
| +230% | +$722K | 0.02% | 865 |
|
|
2021
Q3 | $328K | Sell |
12,845
-30,074
| -70% | -$768K | 0.01% | 1284 |
|
|
2021
Q2 | $1.07M | Buy |
42,919
+30,723
| +252% | +$769K | 0.02% | 794 |
|
|
2021
Q1 | $344K | Buy |
+12,196
| New | +$344K | 0.01% | 1246 |
|
|
2019
Q4 | – | Sell |
-26,985
| Closed | -$728K | – | 1234 |
|
|
2019
Q3 | $728K | Buy |
26,985
+12,783
| +90% | +$345K | 0.03% | 585 |
|
|
2019
Q2 | $420K | Buy |
+14,202
| New | +$420K | 0.01% | 767 |
|