Algert Global’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $874K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $582K | Sell |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.83M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $116K | Hold |
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|
2022
Q1 | $122K | Buy |
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