A detailed history of Yousif Capital Management, LLC transactions in Heritage Financial Corp stock. As of the latest transaction made, Yousif Capital Management, LLC holds 13,654 shares of HFWA stock, worth $332,747. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,654
Previous 13,954 2.15%
Holding current value
$332,747
Previous $251,000 18.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 30, 2024

SELL
$17.13 - $23.17 $5,139 - $6,951
-300 Reduced 2.15%
13,654 $297,000
Q2 2024

Jul 31, 2024

SELL
$16.68 - $19.08 $30,691 - $35,107
-1,840 Reduced 11.65%
13,954 $251,000
Q1 2024

Apr 26, 2024

SELL
$17.88 - $21.15 $26,194 - $30,984
-1,465 Reduced 8.49%
15,794 $306,000
Q4 2023

Feb 01, 2024

SELL
$15.97 - $22.04 $22,837 - $31,517
-1,430 Reduced 7.65%
17,259 $369,000
Q3 2023

Oct 30, 2023

SELL
$16.05 - $19.14 $18,377 - $21,915
-1,145 Reduced 5.77%
18,689 $304,000
Q2 2023

Aug 02, 2023

SELL
$15.26 - $21.38 $18,846 - $26,404
-1,235 Reduced 5.86%
19,834 $320,000
Q1 2023

May 02, 2023

SELL
$21.11 - $30.6 $52,036 - $75,429
-2,465 Reduced 10.47%
21,069 $450,000
Q4 2022

Jan 09, 2023

SELL
$26.71 - $34.24 $125,269 - $160,585
-4,690 Reduced 16.62%
23,534 $0
Q3 2022

Nov 04, 2022

SELL
$25.0 - $28.21 $16,575 - $18,703
-663 Reduced 2.3%
28,224 $747,000
Q2 2022

Aug 01, 2022

SELL
$23.94 - $26.35 $88,338 - $97,231
-3,690 Reduced 11.33%
28,887 $727,000
Q1 2022

May 12, 2022

SELL
$24.18 - $27.24 $12,936 - $14,573
-535 Reduced 1.62%
32,577 $816,000
Q4 2021

Jan 31, 2022

BUY
$23.0 - $25.99 $761,576 - $860,580
33,112 New
33,112 $809,000

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 $855M
  • 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
Track This Portfolio

Track Yousif Capital Management, LLC Portfolio

Follow Yousif Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yousif Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yousif Capital Management, LLC with notifications on news.