Heritage Financial (HFWA) Investment Gain (Loss) (2010 - 2026)

Heritage Financial (HFWA) has 13 years of Investment Gain (Loss) data on file, last reported at $10.7 million in Q4 2025.

• Quarterly Investment Gain (Loss) rose 375.2% year-over-year to $10.7 million in Q4 2025, while the trailing twelve-month figure through Mar 2026 was $3.9 million (up 123.34% YoY) and the FY2025 annual result came in at -$10.7 million, up 52.77% from the prior year.
• Investment Gain (Loss) rose to $10.7 million in Q4 2025, from -$6.9 million in the prior quarter.
• In the past five years, Investment Gain (Loss) ranged from a high of $10.7 million in Q4 2025 to a low of -$10.0 million in Q1 2024.
• A 5-year average of -$2.3 million and a median of -$1.9 million in 2023 frame the typical range for Investment Gain (Loss).
• Annual changes were most pronounced in 2024 — Investment Gain (Loss) sank 3387.06% — and 2025, when it jumped 375.2%.
• Tracing HFWA's Investment Gain (Loss) over 5 years: stood at $29000.0 in 2021, then tumbled by 982.76% to -$256000.0 in 2022, then plunged by 657.81% to -$1.9 million in 2023, then plunged by 101.19% to -$3.9 million in 2024, then jumped by 375.2% to $10.7 million in 2025.
• The last three Investment Gain (Loss) figures came in at $10.7 million (Q4 2025), -$6.9 million (Q2 2025), and -$3.9 million (Q1 2025), per Business Quant data.