Y-Intercept (HK)’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 |
-34,684
| Closed | -$844K | – | 1778 |
|
|
2025
Q1 | $844K | Buy |
+34,684
| New | +$844K | 0.06% | 476 |
|
|
2024
Q4 | – | Sell |
-35,933
| Closed | -$782K | – | 1387 |
|
|
2024
Q3 | $782K | Buy |
35,933
+15,259
| +74% | +$332K | 0.05% | 551 |
|
|
2024
Q2 | $373K | Buy |
+20,674
| New | +$373K | 0.02% | 944 |
|