A detailed history of Spire Wealth Management transactions in Heritage Financial Corp stock. As of the latest transaction made, Spire Wealth Management holds 71 shares of HFWA stock, worth $1,545. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 90 21.11%
Holding current value
$1,545
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$16.68 - $19.08 $316 - $362
-19 Reduced 21.11%
71 $1,000
Q1 2024

Apr 24, 2024

BUY
$17.88 - $21.15 $786 - $930
44 Added 95.65%
90 $1,000
Q4 2023

Feb 06, 2024

SELL
$15.97 - $22.04 $79 - $110
-5 Reduced 9.8%
46 $0
Q3 2023

Nov 08, 2023

BUY
$16.05 - $19.14 $818 - $976
51 New
51 $0

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 $764M
  • 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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