Kennedy Capital Management, Inc. Heritage Financial Corp Transaction History

Kennedy Capital Management, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$15.26 - $21.38 $71,035 - $99,523	-4,655 Reduced 3.21%	140,229 $2.27 Million
Q1 2023 May 15, 2023	SELL	$21.11 - $30.6 $17,500 - $25,367	-829 Reduced 0.57%	144,884 $3.1 Million
Q4 2022 Feb 14, 2023	BUY	$26.71 - $34.24 $3.89 Million - $4.99 Million	145,713 New	145,713 $4.46 Million
Q4 2020 Feb 12, 2021	SELL	$18.28 - $25.34 $4.09 Million - $5.66 Million	-223,499 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$17.42 - $20.98 $2.58 Million - $3.1 Million	147,921 Added 195.72%	223,499 $4.11 Million

Q2 2020 Aug 14, 2020	BUY	$15.68 - $21.77 $1.19 Million - $1.65 Million	75,578 New	75,578 $1.51 Million
Q1 2019 May 13, 2019	SELL	$28.77 - $33.07 $1.44 Million - $1.65 Million	-49,976 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$27.98 - $35.22 $1.4 Million - $1.76 Million	49,976 New	49,976 $1.49 Million
Q3 2018 Nov 14, 2018	SELL	$34.75 - $37.3 $9.45 Million - $10.1 Million	-272,058 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$29.7 - $34.85 $2.6 Million - $3.05 Million	87,504 Added 47.41%	272,058 $9.48 Million
Q1 2018 May 14, 2018	BUY	$28.8 - $32.2 $1.1 Million - $1.23 Million	38,222 Added 26.12%	184,554 $5.65 Million
Q4 2017 Feb 13, 2018	SELL	$29.2 - $32.65 $46,982 - $52,533	-1,609 Reduced 1.09%	146,332 $4.51 Million
Q3 2017 Nov 13, 2017	BUY	$25.55 - $29.7 $3.78 Million - $4.39 Million	147,941	147,941 $4.36 Million

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27.5M

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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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