Heritage Financial Corporation shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Heritage Financial Corporation
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All positions including Heritage Financial Corporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $241k | 11k | 21.39 |
2022-06-30 | $59k | 2.3k | 25.12 |
2022-03-31 | $62k | 2.5k | 25.09 |
2021-12-31 | $34k | 1.4k | 24.16 |
2021-09-30 | $45k | 1.8k | 25.66 |
2021-06-30 | $34k | 1.4k | 24.75 |
2021-03-31 | $39k | 1.4k | 28.16 |
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