HERITAGE FINL CORP WASH

Ticker: HFWA CUSIP: 42722X106 Class: Common Stock

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,185 Value ($000) $335 Avg Close $23.54 Range $21.32 - $26.92
Q3 2025
Shares 14,345 Value ($000) $347 Avg Close $24.23 Range $21.86 - $25.82
Q2 2025
Shares 14,440 Value ($000) $339 Avg Close $23.02 Range $19.84 - $25.00
Q1 2025
Shares 14,481 Value ($000) $352 Avg Close $24.39 Range $22.69 - $26.05
Q4 2024
Shares 14,116 Value ($000) $346 Avg Close $24.28 Range $20.60 - $27.58
Q3 2024
Shares 14,116 Value ($000) $307 Avg Close $21.33 Range $17.04 - $23.82
Q3 2023
Shares 13,606 Value ($000) $222 Avg Close $17.44 Range $15.68 - $19.33
Q2 2023
Shares 13,331 Value ($000) $216 Avg Close $17.41 Range $14.85 - $21.84
Q4 2022
Shares 7,774 Value ($000) $238 Avg Close $31.29 Range $26.40 - $34.34