Versor Investments’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
$815K Sell
34,200
-3,800
-10% -$90.6K 0.14% 223
2025
Q1
$925K Buy
+38,000
New +$925K 0.15% 231