A detailed history of Rothschild Investment LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Rothschild Investment LLC holds 55 shares of HFWA stock, worth $1,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares
55
Previous 15 266.67%
Holding current value
$1,444
Previous $270,000 343.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$17.13 - $23.17 $685 - $926
40 Added 266.67%
55 $1.2 Million
Q2 2024

Jul 30, 2024

BUY
$16.68 - $19.08 $250 - $286
15 New
15 $270,000
Q1 2024

Jul 31, 2024

SELL
$17.88 - $21.15 $178 - $211
-10 Reduced 66.67%
5 $97,000

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 $922M
  • 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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