Yousif Capital 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 | $308K | Hold |
12,909
| – | – | ﹤0.01% | 1662 |
|
|
2025
Q1 | $314K | Sell |
12,909
-180
| -1% | -$4.38K | ﹤0.01% | 1631 |
|
|
2024
Q4 | $321K | Sell |
13,089
-565
| -4% | -$13.8K | ﹤0.01% | 1663 |
|
|
2024
Q3 | $297K | Sell |
13,654
-300
| -2% | -$6.53K | ﹤0.01% | 1727 |
|
|
2024
Q2 | $252K | Sell |
13,954
-1,840
| -12% | -$33.2K | ﹤0.01% | 1757 |
|
|
2024
Q1 | $306K | Sell |
15,794
-1,465
| -8% | -$28.4K | ﹤0.01% | 1728 |
|
|
2023
Q4 | $369K | Sell |
17,259
-1,430
| -8% | -$30.6K | ﹤0.01% | 1670 |
|
|
2023
Q3 | $305K | Sell |
18,689
-1,145
| -6% | -$18.7K | ﹤0.01% | 1702 |
|
|
2023
Q2 | $321K | Sell |
19,834
-1,235
| -6% | -$20K | ﹤0.01% | 1687 |
|
|
2023
Q1 | $451K | Sell |
21,069
-2,465
| -10% | -$52.8K | 0.01% | 1536 |
|
|
2022
Q4 | $721K | Sell |
23,534
-4,690
| -17% | -$144K | 0.01% | 1334 |
|
|
2022
Q3 | $747K | Sell |
28,224
-663
| -2% | -$17.5K | 0.01% | 1339 |
|
|
2022
Q2 | $727K | Sell |
28,887
-3,690
| -11% | -$92.9K | 0.01% | 1387 |
|
|
2022
Q1 | $816K | Sell |
32,577
-535
| -2% | -$13.4K | 0.01% | 1437 |
|
|
2021
Q4 | $809K | Buy |
+33,112
| New | +$809K | 0.01% | 1466 |
|