Heritage Financial Corporation shares owned by Stifel Financial
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Heritage Financial Corporation
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Quarterly reported holdings in Heritage Financial Corporation by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.4M | 112k | 21.39 |
| 2023-09-30 | $1.8M | 112k | 16.31 |
| 2023-06-30 | $1.8M | 113k | 16.17 |
| 2023-03-31 | $2.4M | 113k | 21.40 |
| 2022-12-31 | $3.5M | 113k | 30.64 |
| 2022-09-30 | $3.0M | 114k | 26.46 |
| 2022-06-30 | $2.9M | 114k | 25.12 |
| 2022-03-31 | $3.5M | 139k | 25.09 |
| 2021-12-31 | $4.0M | 162k | 24.45 |
| 2021-09-30 | $4.1M | 159k | 25.49 |
| 2021-06-30 | $4.0M | 160k | 25.03 |
| 2021-03-31 | $4.9M | 161k | 30.30 |
| 2020-12-31 | $3.1M | 134k | 23.36 |
| 2020-09-30 | $2.5M | 135k | 18.37 |
| 2020-06-30 | $2.6M | 132k | 20.00 |
| 2020-03-31 | $2.6M | 132k | 20.00 |
| 2019-12-31 | $4.2M | 147k | 28.45 |
| 2019-09-30 | $4.0M | 147k | 27.04 |
| 2019-06-30 | $4.1M | 139k | 29.40 |
| 2019-03-31 | $4.1M | 137k | 30.19 |
| 2018-12-31 | $4.1M | 140k | 29.70 |
| 2018-09-30 | $4.9M | 140k | 35.21 |
| 2018-06-30 | $5.0M | 144k | 34.90 |
| 2018-03-31 | $4.6M | 150k | 30.46 |
| 2017-12-31 | $3.9M | 129k | 30.48 |
| 2017-09-30 | $3.6M | 129k | 27.97 |
| 2017-06-30 | $3.5M | 129k | 27.58 |
| 2017-03-31 | $3.2M | 129k | 24.83 |
| 2016-12-31 | $3.1M | 114k | 27.40 |
| 2016-09-30 | $2.1M | 115k | 17.89 |
| 2016-06-30 | $2.0M | 115k | 17.37 |
| 2016-03-31 | $2.0M | 116k | 17.37 |
| 2015-12-31 | $2.2M | 116k | 18.95 |
| 2015-09-30 | $2.5M | 117k | 21.28 |
| 2015-06-30 | $2.1M | 118k | 17.91 |
| 2015-03-31 | $2.0M | 119k | 16.99 |
| 2014-12-31 | $2.1M | 121k | 17.48 |
| 2014-09-30 | $265k | 17k | 15.84 |
| 2014-06-30 | $237k | 15k | 16.02 |
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