Captrust Financial Advisors Heritage Financial Corp Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$15.97 - $22.04 $179,614 - $247,883	11,247 New	11,247 $240,000
Q2 2022 Aug 16, 2022	SELL	$23.94 - $26.35 $2,920 - $3,214	-122 Reduced 4.94%	2,349 $59,000
Q1 2022 May 16, 2022	BUY	$24.18 - $27.24 $25,727 - $28,983	1,064 Added 75.62%	2,471 $62,000
Q4 2021 Feb 14, 2022	SELL	$23.0 - $25.99 $7,981 - $9,018	-347 Reduced 19.78%	1,407 $34,000
Q3 2021 Nov 16, 2021	BUY	$22.39 - $26.0 $8,508 - $9,880	380 Added 27.66%	1,754 $45,000
Q2 2021 Aug 16, 2021	SELL	$24.59 - $29.49 $270 - $324	-11 Reduced 0.79%	1,374 $34,000
Q1 2021 May 17, 2021	BUY	$23.1 - $30.64 $31,993 - $42,436	1,385 New	1,385 $39,000

170

27.1M

4.5K

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $855M
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...

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.