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Heritage Financial (HFWA) Investment Gain (Loss): 2021-2025

Historic Investment Gain (Loss) for Heritage Financial (HFWA) over the last 2 years, with Jun 2025 value amounting to -$6.9 million.

  • Heritage Financial's Investment Gain (Loss) fell 256.79% to -$6.9 million in Q2 2025 from the same period last year, while for Jun 2025 it was -$21.6 million, marking a year-over-year increase of 9.44%. This contributed to the annual value of -$22.7 million for FY2024, which is 85.94% down from last year.
  • Per Heritage Financial's latest filing, its Investment Gain (Loss) stood at -$6.9 million for Q2 2025, which was down 76.33% from -$3.9 million recorded in Q1 2025.
  • Heritage Financial's Investment Gain (Loss)'s 5-year high stood at $29,000 during Q1 2021, with a 5-year trough of -$10.0 million in Q4 2023.
  • Moreover, its 3-year median value for Investment Gain (Loss) was -$3.9 million (2024), whereas its average is -$5.1 million.
  • Its Investment Gain (Loss) has fluctuated over the past 5 years, first tumbled by 3,808.20% in 2023, then soared by 61.02% in 2025.
  • Over the past 5 years, Heritage Financial's Investment Gain (Loss) (Quarterly) stood at $29,000 in 2021, then reached -$256,000 in 2022, then tumbled by 3,808.20% to -$10.0 million in 2023, then surged by 60.99% to -$3.9 million in 2024, then tumbled by 256.79% to -$6.9 million in 2025.
  • Its Investment Gain (Loss) was -$6.9 million in Q2 2025, compared to -$3.9 million in Q1 2025 and -$3.9 million in Q4 2024.