Rockefeller Capital Management L.P. Heritage Financial Corp Transaction History

Rockefeller Capital Management L.P.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	BUY	$25.0 - $28.21 $575 - $648	23 Added 42.59%	77 $2,000
Q3 2021 Nov 12, 2021	BUY	$22.39 - $26.0 $1,209 - $1,404	54 New	54 $1,000
Q1 2020 May 12, 2020	SELL	$18.12 - $28.31 $83,515 - $130,480	-4,609 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$25.86 - $29.02 $1,241 - $1,392	48 Added 1.05%	4,609 $130,000
Q3 2019 Nov 12, 2019	BUY	$25.38 - $30.11 $115,758 - $137,331	4,561 New	4,561 $123,000

150

27.5M

400

700

Ticker HFWA
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 35,104,200
Market Cap $674M
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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