Aigen Investment Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,684
| Closed | -$121K | – | 923 |
|
|
2025
Q1 | $121K | Sell |
12,684
-3,182
| -20% | -$30.3K | 0.02% | 677 |
|
|
2024
Q4 | $149K | Buy |
15,866
+2,764
| +21% | +$25.9K | 0.03% | 641 |
|
|
2024
Q3 | $129K | Sell |
13,102
-2,157
| -14% | -$21.3K | 0.03% | 640 |
|
|
2024
Q2 | $133K | Buy |
+15,259
| New | +$133K | 0.03% | 674 |
|
|
2024
Q1 | – | Sell |
-18,616
| Closed | -$185K | – | 835 |
|
|
2023
Q4 | $185K | Buy |
+18,616
| New | +$185K | 0.03% | 677 |
|
|
2020
Q2 | – | Sell |
-1,411
| Closed | -$11K | – | 1019 |
|
|
2020
Q1 | $11K | Sell |
1,411
-4,885
| -78% | -$38.1K | ﹤0.01% | 1142 |
|
|
2019
Q4 | $81K | Buy |
+6,296
| New | +$81K | 0.01% | 726 |
|