Marshall & Sullivan Inc Heritage Financial Corp Transaction History

Marshall & Sullivan Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 18, 2023	BUY	$26.71 - $34.24 $164,106 - $210,370	6,144 New	6,144 $0
Q2 2022 Jul 06, 2022	BUY	$23.94 - $26.35 $147,087 - $161,894	6,144 New	6,144 $154,000
Q1 2021 May 04, 2021	SELL	$23.1 - $30.64 $3,326 - $4,412	-144 Closed	0 $0
Q4 2020 Jan 29, 2021	SELL	$18.28 - $25.34 $109,680 - $152,040	-6,000 Reduced 97.66%	144 $6.14 Million
Q3 2020 Nov 02, 2020	BUY	$17.42 - $20.98 $107,028 - $128,901	6,144 New	6,144 $113,000

Q4 2018 Jan 28, 2019	SELL	$27.98 - $35.22 $171,909 - $216,391	-6,144 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	$34.75 - $37.3 $203,079 - $217,981	5,844 Added 1948.0%	6,144 $216,000
Q2 2018 Jul 31, 2018	BUY	$29.7 - $34.85 $8,910 - $10,455	300 New	300 $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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