Ziegler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $99.5K | Buy |
51,328
+15,762
| +44% | +$30.6K | ﹤0.01% | 388 |
|
|
2023
Q4 | $761K | Buy |
35,566
+2,962
| +9% | +$63.4K | 0.03% | 314 |
|
|
2023
Q3 | $532K | Sell |
32,604
-3,825
| -10% | -$62.4K | 0.02% | 340 |
|
|
2023
Q2 | $589K | Sell |
36,429
-8,596
| -19% | -$139K | 0.02% | 336 |
|
|
2023
Q1 | $964K | Buy |
45,025
+507
| +1% | +$10.9K | 0.04% | 295 |
|
|
2022
Q4 | $1.36M | Sell |
44,518
-13,469
| -23% | -$413K | 0.06% | 244 |
|
|
2022
Q3 | $1.54M | Buy |
57,987
+2,677
| +5% | +$70.9K | 0.07% | 233 |
|
|
2022
Q2 | $1.39M | Buy |
55,310
+1,615
| +3% | +$40.6K | 0.06% | 249 |
|
|
2022
Q1 | $1.35M | Buy |
53,695
+5,713
| +12% | +$143K | 0.06% | 252 |
|
|
2021
Q4 | $1.17M | Buy |
+47,982
| New | +$1.17M | 0.04% | 303 |
|