Verition Fund Management’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 | – | Sell |
-15,309
| Closed | -$372K | – | 2968 |
|
|
2025
Q1 | $372K | Sell |
15,309
-8,052
| -34% | -$196K | ﹤0.01% | 2135 |
|
|
2024
Q4 | $572K | Buy |
23,361
+7,190
| +44% | +$176K | ﹤0.01% | 1811 |
|
|
2024
Q3 | $352K | Buy |
16,171
+4,242
| +36% | +$92.3K | ﹤0.01% | 1881 |
|
|
2024
Q2 | $215K | Buy |
+11,929
| New | +$215K | ﹤0.01% | 1909 |
|