Allworth Financial’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.1K | Buy |
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|
2025
Q2 | $17.9K | Buy |
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|
2025
Q1 | $14K | Buy |
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|
2024
Q4 | $3.89K | Sell |
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|
2024
Q3 | $5.25K | Buy |
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|
2024
Q2 | $3.6K | Buy |
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|
2024
Q1 | $2.86K | Buy |
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|
2023
Q4 | $3.28K | Sell |
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|
2023
Q3 | $2.93K | Sell |
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|
2023
Q2 | $4.14K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.55K | Buy |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $0 | Buy |
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