A detailed history of Covestor LTD transactions in Heritage Financial Corp stock. As of the latest transaction made, Covestor LTD holds 37 shares of HFWA stock, worth $633. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 59 37.29%
Holding current value
$633
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 10, 2024

SELL
$17.88 - $21.15 $393 - $465
-22 Reduced 37.29%
37 $1,000
Q4 2023

Feb 09, 2024

SELL
$15.97 - $22.04 $191 - $264
-12 Reduced 16.9%
59 $1,000
Q3 2023

Nov 13, 2023

BUY
$16.05 - $19.14 $850 - $1,014
53 Added 294.44%
71 $1,000
Q2 2023

Aug 11, 2023

BUY
$15.26 - $21.38 $45 - $64
3 Added 20.0%
18 $0
Q1 2023

May 15, 2023

BUY
$21.11 - $30.6 $42 - $61
2 Added 15.38%
15 $0
Q3 2022

Nov 14, 2022

SELL
$25.0 - $28.21 $2,550 - $2,877
-102 Reduced 88.7%
13 $0
Q2 2022

Aug 10, 2022

SELL
$23.94 - $26.35 $2,777 - $3,056
-116 Reduced 50.22%
115 $3,000
Q1 2022

May 13, 2022

BUY
$24.18 - $27.24 $1,813 - $2,042
75 Added 48.08%
231 $6,000
Q4 2021

Feb 10, 2022

BUY
$23.0 - $25.99 $3,588 - $4,054
156 New
156 $4,000

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
Track This Portfolio

Track Covestor LTD Portfolio

Follow Covestor LTD 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 Covestor LTD, based on Form 13F filings with the SEC.

News

Stay updated on Covestor LTD with notifications on news.