Two Sigma Investments’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 | $12.8M | Buy |
490,410
+220,918
| +82% | +$5.74M | 0.01% | 1245 |
|
|
2025
Q4 | $6.37M | Buy |
269,492
+12,925
| +5% | +$304K | 0.01% | 1489 |
|
|
2025
Q3 | $6.21M | Buy |
256,567
+73,586
| +40% | +$1.78M | 0.01% | 1290 |
|
|
2025
Q2 | $4.36M | Buy |
182,981
+53,486
| +41% | +$1.23M | 0.01% | 1309 |
|
|
2025
Q1 | $3.15M | Buy |
129,495
+2,402
| +2% | +$58.6K | 0.01% | 1419 |
|
|
2024
Q4 | $3.11M | Sell |
127,093
-23,639
| -16% | -$574K | 0.01% | 1417 |
|
|
2024
Q3 | $3.28M | Sell |
150,732
-7,315
| -5% | -$156K | 0.01% | 1332 |
|
|
2024
Q2 | $2.85M | Buy |
158,047
+537
| +0.3% | +$9.64K | 0.01% | 1314 |
|
|
2024
Q1 | $3.05M | Buy |
157,510
+5,320
| +3% | +$102K | 0.01% | 1222 |
|
|
2023
Q4 | $3.26M | Sell |
152,190
-85,209
| -36% | -$1.55M | 0.01% | 1218 |
|
|
2023
Q3 | $3.87M | Sell |
237,399
-25,537
| -10% | -$445K | 0.01% | 1032 |
|
|
2023
Q2 | $4.25M | Buy |
262,936
+111,878
| +74% | +$1.95M | 0.01% | 996 |
|
|
2023
Q1 | $3.23M | Buy |
151,058
+74,272
| +97% | +$2M | 0.01% | 1115 |
|
|
2022
Q4 | $2.35M | Sell |
76,786
-30
| -0% | -$939 | 0.01% | 1231 |
|
|
2022
Q3 | $2.03M | Buy |
76,816
+5,925
| +8% | +$156K | 0.01% | 1138 |
|
|
2022
Q2 | $1.78M | Sell |
70,891
-21,913
| -24% | -$547K | 0.01% | 1260 |
|
|
2022
Q1 | $2.33M | Sell |
92,804
-27,357
| -23% | -$699K | 0.01% | 1286 |
|
|
2021
Q4 | $2.94M | Buy |
120,161
+53,942
| +81% | +$1.33M | 0.01% | 1592 |
|
|
2021
Q3 | $1.69M | Buy |
66,219
+31,198
| +89% | +$758K | ﹤0.01% | 2143 |
|
|
2021
Q2 | $876K | Buy |
+35,021
| New | +$975K | ﹤0.01% | 2594 |
|
|
2020
Q3 | – | Sell |
-25,526
| Closed | -$511K | – | 3338 |
|
|
2020
Q2 | $511K | Buy |
25,526
+7,230
| +40% | +$136K | ﹤0.01% | 1984 |
|
|
2020
Q1 | $366K | Buy |
+18,296
| New | +$452K | ﹤0.01% | 2159 |
|
|
2019
Q4 | – | Sell |
-14,516
| Closed | -$391K | – | 3854 |
|
|
2019
Q3 | $391K | Buy |
+14,516
| New | +$401K | ﹤0.01% | 2748 |
|
|
2018
Q2 | – | Sell |
-7,215
| Closed | -$221K | – | 3502 |
|
|
2018
Q1 | $221K | Sell |
7,215
-53,978
| -88% | -$1.67M | ﹤0.01% | 2935 |
|
|
2017
Q4 | $1.89M | Sell |
61,193
-40,311
| -40% | -$1.24M | 0.01% | 1515 |
|
|
2017
Q3 | $2.99M | Buy |
101,504
+60,586
| +148% | +$1.63M | 0.01% | 1087 |
|
|
2017
Q2 | $1.08M | Sell |
40,918
-7,034
| -15% | -$176K | ﹤0.01% | 1850 |
|
|
2017
Q1 | $1.19M | Buy |
47,952
+33,387
| +229% | +$836K | ﹤0.01% | 1807 |
|
|
2016
Q4 | $375K | Sell |
14,565
-47,769
| -77% | -$1.02M | ﹤0.01% | 2655 |
|
|
2016
Q3 | $1.12M | Sell |
62,334
-4,105
| -6% | -$73.4K | ﹤0.01% | 1877 |
|
|
2016
Q2 | $1.17M | Sell |
66,439
-6,019
| -8% | -$107K | 0.01% | 1618 |
|
|
2016
Q1 | $1.27M | Sell |
72,458
-8,601
| -11% | -$152K | 0.01% | 1458 |
|
|
2015
Q4 | $1.53M | Buy |
+81,059
| New | +$1.53M | 0.01% | 1232 |
|
|
2015
Q3 | – | Sell |
-45,054
| Closed | -$805K | – | 2438 |
|
|
2015
Q2 | $805K | Sell |
45,054
-17,792
| -28% | -$308K | ﹤0.01% | 1807 |
|
|
2015
Q1 | $1.07M | Buy |
62,846
+12,170
| +24% | +$199K | 0.01% | 1533 |
|
|
2014
Q4 | $889K | Buy |
+50,676
| New | +$870K | ﹤0.01% | 1435 |
|
|
2014
Q3 | – | Sell |
-34,272
| Closed | -$551K | – | 1863 |
|
|
2014
Q2 | $551K | Buy |
+34,272
| New | +$557K | ﹤0.01% | 1563 |
|
|
2014
Q1 | – | Sell |
-10,229
| Closed | -$174K | – | 2102 |
|
|
2013
Q4 | $174K | Sell |
10,229
-144
| -1% | -$2.36K | ﹤0.01% | 2030 |
|
|
2013
Q3 | $160K | Sell |
10,373
-6,007
| -37% | -$94.2K | ﹤0.01% | 1689 |
|
|
2013
Q2 | $240K | Buy |
+16,380
| New | +$229K | ﹤0.01% | 1715 |
|
Other funds holding HFWA
VCM
BCM
