A detailed history of Srs Capital Advisors, Inc. transactions in Heritage Financial Corp stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 133 shares of HFWA stock, worth $3,403. This represents 0.0% of its overall portfolio holdings.

Number of Shares
133
Previous 82 62.2%
Holding current value
$3,403
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

BUY
$17.13 - $23.17 $873 - $1,181
51 Added 62.2%
133 $2,000
Q2 2024

Aug 06, 2024

BUY
$16.68 - $19.08 $1,367 - $1,564
82 New
82 $1,000

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 $898M
  • 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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