D.A. Davidson & Co. Heritage Financial Corp Transaction History

D.A. Davidson & Co.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 14, 2020	SELL	$25.86 - $29.02 $196,148 - $220,116	-7,585 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$25.38 - $30.11 $5,025 - $5,961	198 Added 2.68%	7,585 $204,000
Q2 2019 Aug 13, 2019	SELL	$28.1 - $31.72 $214,712 - $242,372	-7,641 Reduced 50.85%	7,387 $218,000
Q1 2019 May 13, 2019	BUY	$28.77 - $33.07 $50,088 - $57,574	1,741 Added 13.1%	15,028 $453,000
Q4 2018 Jan 29, 2019	BUY	$27.98 - $35.22 $12,702 - $15,989	454 Added 3.54%	13,287 $395,000

Q3 2018 Nov 13, 2018	SELL	$34.75 - $37.3 $16,367 - $17,568	-471 Reduced 3.54%	12,833 $451,000
Q2 2018 Aug 02, 2018	BUY	$29.7 - $34.85 $22,987 - $26,973	774 Added 6.18%	13,304 $464,000
Q1 2018 May 04, 2018	BUY	$28.8 - $32.2 $5,385 - $6,021	187 Added 1.52%	12,530 $383,000
Q4 2017 Feb 08, 2018	BUY	$29.2 - $32.65 $8,584 - $9,599	294 Added 2.44%	12,343 $380,000
Q3 2017 Nov 08, 2017	SELL	$25.55 - $29.7 $2,401 - $2,791	-94 Reduced 0.77%	12,049 $355,000
Q2 2017 Aug 11, 2017	BUY	N/A	12,143	12,143 $0

150

27.5M

400

700

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $698M
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...

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