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

Heritage Financial's Investment Gain (Loss) history spans 5 years, with the latest figure at -$6.9 million for Q2 2025.

  • For Q2 2025, Investment Gain (Loss) fell 256.79% year-over-year to -$6.9 million; the TTM value through Dec 2025 reached -$10.7 million, up 52.77%, while the annual FY2025 figure was -$10.7 million, 52.77% up from the prior year.
  • Investment Gain (Loss) reached -$6.9 million in Q2 2025 per HFWA's latest filing, down from -$3.9 million in the prior quarter.
  • In the past five years, Investment Gain (Loss) ranged from a high of $29000.0 in Q1 2021 to a low of -$10.0 million in Q4 2023.
  • Average Investment Gain (Loss) over 5 years is -$4.2 million, with a median of -$3.9 million recorded in 2025.
  • Peak YoY movement for Investment Gain (Loss): tumbled 3808.2% in 2023, then soared 61.02% in 2025.
  • A 5-year view of Investment Gain (Loss) shows it stood at $29000.0 in 2021, then crashed by 982.76% to -$256000.0 in 2022, then crashed by 3808.2% to -$10.0 million in 2023, then surged by 60.99% to -$3.9 million in 2024, then crashed by 75.61% to -$6.9 million in 2025.
  • Per Business Quant, the three most recent readings for HFWA's Investment Gain (Loss) are -$6.9 million (Q2 2025), -$3.9 million (Q1 2025), and -$3.9 million (Q4 2024).