Heritage Financial Corporation shares owned by Rafferty Asset Management
Quarter-by-quarter ownership of Heritage Financial Corporation (HFWA) shares owned by Rafferty Asset Management
from 13F filings
Historical chart of Rafferty Asset Management investment in Heritage Financial Corporation
Tip: Access up to 7 years of quarterly data
All positions including Heritage Financial Corporation held by Rafferty Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Heritage Financial Corporation by Rafferty Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $696k | 29k | 24.19 |
| 2025-06-30 | $908k | 38k | 23.84 |
| 2025-03-31 | $694k | 29k | 24.33 |
| 2024-12-31 | $720k | 29k | 24.50 |
| 2024-09-30 | $865k | 40k | 21.77 |
| 2024-03-31 | $880k | 45k | 19.39 |
| 2023-09-30 | $519k | 32k | 16.31 |
| 2023-06-30 | $863k | 53k | 16.17 |
| 2023-03-31 | $600k | 28k | 21.40 |
| 2022-12-31 | $317k | 10k | 30.64 |
| 2022-09-30 | $279k | 11k | 26.44 |
| 2022-06-30 | $249k | 9.9k | 25.16 |
| 2022-03-31 | $591k | 24k | 25.07 |
| 2021-12-31 | $448k | 18k | 24.43 |
| 2021-09-30 | $419k | 16k | 25.51 |
| 2021-06-30 | $432k | 17k | 24.99 |
| 2021-03-31 | $551k | 20k | 28.26 |
| 2015-12-31 | $453k | 24k | 18.94 |
| 2015-09-30 | $532k | 28k | 18.82 |
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