Yousif Capital Management’s Heritage Financial HFWA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $254K | Sell |
|
|||||
|
2025
Q2 | $308K | Hold |
|
|||||
|
2025
Q1 | $314K | Sell |
|
|||||
|
2024
Q4 | $321K | Sell |
|
|||||
|
2024
Q3 | $297K | Sell |
|
|||||
|
2024
Q2 | $252K | Sell |
|
|||||
|
2024
Q1 | $306K | Sell |
|
|||||
|
2023
Q4 | $369K | Sell |
|
|||||
|
2023
Q3 | $305K | Sell |
|
|||||
|
2023
Q2 | $321K | Sell |
|
|||||
|
2023
Q1 | $451K | Sell |
|
|||||
|
2022
Q4 | $721K | Sell |
|
|||||
|
2022
Q3 | $747K | Sell |
|
|||||
|
2022
Q2 | $727K | Sell |
|
|||||
|
2022
Q1 | $816K | Sell |
|
|||||
|
2021
Q4 | $809K | Buy |
|