A detailed history of Kiley Juergens Wealth Management, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 239,596 shares of HFWA stock, worth $4.2 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
239,596
Previous 237,855 0.73%
Holding current value
$4.2 Million
Previous $5.09 Million 8.69%
% of portfolio
1.49%
Previous 1.77%

Shares

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

Apr 18, 2024

BUY
$17.88 - $21.15 $31,129 - $36,822
1,741 Added 0.73%
239,596 $4.65 Million
Q4 2023

Jan 30, 2024

SELL
$15.97 - $22.04 $30,151 - $41,611
-1,888 Reduced 0.79%
237,855 $5.09 Million
Q3 2023

Oct 17, 2023

BUY
$16.05 - $19.14 $440,797 - $525,660
27,464 Added 12.94%
239,743 $3.91 Million
Q2 2023

Jul 26, 2023

BUY
$15.26 - $21.38 $192,230 - $269,323
12,597 Added 6.31%
212,279 $3.43 Million
Q1 2023

May 02, 2023

BUY
$21.11 - $30.6 $5,467 - $7,925
259 Added 0.13%
199,682 $4.27 Million
Q4 2022

Feb 06, 2023

SELL
$26.71 - $34.24 $132,000 - $169,214
-4,942 Reduced 2.42%
199,423 $6.11 Million
Q3 2022

Oct 11, 2022

SELL
$25.0 - $28.21 $157,100 - $177,271
-6,284 Reduced 2.98%
204,365 $5.41 Million
Q2 2022

Jul 29, 2022

BUY
$23.94 - $26.35 $570,609 - $628,052
23,835 Added 12.76%
210,649 $5.3 Million
Q1 2022

Apr 27, 2022

SELL
$24.18 - $27.24 $576,088 - $648,993
-23,825 Reduced 11.31%
186,814 $4.68 Million
Q1 2022

Apr 12, 2022

BUY
$24.18 - $27.24 $23,406 - $26,368
968 Added 0.46%
210,639 $5.28 Million
Q4 2021

Jan 20, 2022

BUY
$23.0 - $25.99 $60,030 - $67,833
2,610 Added 1.26%
209,671 $5.12 Million
Q3 2021

Oct 13, 2021

BUY
$22.39 - $26.0 $70,573 - $81,952
3,152 Added 1.55%
207,061 $5.28 Million
Q2 2021

Jul 22, 2021

BUY
$24.59 - $29.49 $307,252 - $368,477
12,495 Added 6.53%
203,909 $5.1 Million
Q1 2021

Apr 29, 2021

BUY
$23.1 - $30.64 $277 - $367
12 Added 0.01%
191,414 $5.41 Million
Q4 2020

Jan 19, 2021

SELL
$18.28 - $25.34 $18,280 - $25,340
-1,000 Reduced 0.52%
191,402 $4.48 Million
Q3 2020

Oct 23, 2020

BUY
$17.42 - $20.98 $1.75 Million - $2.1 Million
100,320 Added 108.95%
192,402 $3.54 Million
Q1 2020

Apr 17, 2020

SELL
$18.12 - $28.31 $75,560 - $118,052
-4,170 Reduced 4.33%
92,082 $1.84 Million
Q4 2019

Jan 21, 2020

BUY
$25.86 - $29.02 $78,691 - $88,307
3,043 Added 3.26%
96,252 $2.72 Million
Q2 2019

Jul 11, 2019

SELL
$28.1 - $31.72 $16,860 - $19,032
-600 Reduced 0.64%
93,209 $2.75 Million
Q4 2018

Jan 15, 2019

SELL
$27.98 - $35.22 $12,591 - $15,849
-450 Reduced 0.48%
93,809 $2.79 Million
Q3 2018

Oct 10, 2018

SELL
$34.75 - $37.3 $10,425 - $11,190
-300 Reduced 0.32%
94,259 $3.31 Million
Q2 2018

Jul 23, 2018

SELL
$29.7 - $34.85 $47,965 - $56,282
-1,615 Reduced 1.68%
94,559 $3.3 Million
Q1 2018

Apr 23, 2018

SELL
$28.8 - $32.2 $67,392 - $75,348
-2,340 Reduced 2.38%
96,174 $2.94 Million
Q4 2017

Feb 12, 2018

BUY
$29.2 - $32.65 $2.88 Million - $3.22 Million
98,514
98,514 $3.03 Million

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 $616M
  • 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
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