A detailed history of Bruce G. Allen Investments, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 20 shares of HFWA stock, worth $515. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 20 -0.0%
Holding current value
$515
Previous $361,000 20.5%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

BUY
$16.68 - $19.08 $133 - $152
8 Added 66.67%
20 $361,000
Q1 2024

Apr 10, 2024

BUY
$17.88 - $21.15 $214 - $253
12 New
12 $233,000

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 $905M
  • 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
Track This Portfolio

Track Bruce G. Allen Investments, LLC Portfolio

Follow Bruce G. Allen Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bruce G. Allen Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruce G. Allen Investments, LLC with notifications on news.