A detailed history of Advisor Group Holdings, Inc. transactions in Heritage Financial Corp stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 1,534 shares of HFWA stock, worth $26,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,534
Previous 1,561 1.73%
Holding current value
$26,277
Previous $33,000 12.12%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
$17.88 - $21.15 $482 - $571
-27 Reduced 1.73%
1,534 $29,000
Q4 2023

Feb 12, 2024

BUY
$15.97 - $22.04 $1,884 - $2,600
118 Added 8.18%
1,561 $33,000
Q3 2023

Nov 13, 2023

SELL
$16.05 - $19.14 $12,502 - $14,910
-779 Reduced 35.06%
1,443 $23,000
Q2 2023

Aug 10, 2023

BUY
$15.26 - $21.38 $3,052 - $4,276
200 Added 9.89%
2,222 $35,000
Q1 2023

May 12, 2023

SELL
$21.11 - $30.6 $4,770 - $6,915
-226 Reduced 10.05%
2,022 $43,000
Q4 2022

Feb 10, 2023

SELL
$26.71 - $34.24 $347 - $445
-13 Reduced 0.57%
2,248 $68,000
Q3 2022

Nov 14, 2022

SELL
$25.0 - $28.21 $6,625 - $7,475
-265 Reduced 10.49%
2,261 $60,000
Q2 2022

Aug 10, 2022

SELL
$23.94 - $26.35 $3,950 - $4,347
-165 Reduced 6.13%
2,526 $64,000
Q1 2022

May 04, 2022

SELL
$24.18 - $27.24 $19,948 - $22,473
-825 Reduced 23.46%
2,691 $68,000
Q3 2021

Nov 05, 2021

SELL
$22.39 - $26.0 $270,292 - $313,872
-12,072 Reduced 77.44%
3,516 $90,000
Q2 2021

Aug 02, 2021

SELL
$24.59 - $29.49 $32,507 - $38,985
-1,322 Reduced 7.82%
15,588 $390,000
Q1 2021

May 13, 2021

BUY
$23.1 - $30.64 $8,824 - $11,704
382 Added 2.31%
16,910 $478,000
Q4 2020

Feb 10, 2021

SELL
$18.28 - $25.34 $42,592 - $59,042
-2,330 Reduced 12.36%
16,528 $386,000
Q3 2020

Nov 12, 2020

SELL
$17.42 - $20.98 $2,212 - $2,664
-127 Reduced 0.67%
18,858 $347,000
Q2 2020

Aug 14, 2020

SELL
$15.68 - $21.77 $3.63 Million - $5.04 Million
-231,709 Reduced 92.43%
18,985 $380,000
Q1 2020

May 18, 2020

BUY
$18.12 - $28.31 $4.54 Million - $7.1 Million
250,694 New
250,694 $118,000

Others Institutions Holding HFWA

About HERITAGE FINANCIAL CORP


  • Ticker HFWA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 35,104,200
  • Market Cap $601M
  • Description
  • Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...
More about HFWA
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