← Stocks · HFWA record
Signal record & history · Trifecta Signals
Heritage has triggered the Trifecta screener 3 times since 2023. 2 signals confirmed; the median confirmed signal is up +72.8% since its trigger.
Price refreshes every trading day after the close.
Large cap — $10B and above
Mid cap — $2B to $10B
Small cap — under $2B
Measured when the signal fired, so a stock's group stays as it was at the signal, even if its value moves afterward.
ProfitableWeekly closes · through the most recent close
First signal May 2023 · Latest Mar 2025 · Confirmed 2 of 3 Early · Latest close in the chart data: Mon, Oct 26, 2026
Groups are mutually exclusive — every confirmed signal sits in exactly one.
Of Heritage’s three Early signals since May 2023, two confirmed. One of the two with a full 90-day window reached +10% within 90 days, and one of two finished ahead of the S&P 500 since confirmation. One signal carried a caution flag. One Early signal never confirmed and counts in no statistic.
Every Early signal in the record, newest first. Entry prices and per-signal returns stay in the member screener.
Members see every signal below, and the group mix above.
Membership unlocks the complete signal timeline for HFWA and every other stock in the record — group tags, caution flags, and the full screener.
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