Ameritas Investment Partners’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 | $58K | Hold |
5,845
| – | – | ﹤0.01% | 2093 |
|
|
2025
Q1 | $55.6K | Hold |
5,845
| – | – | ﹤0.01% | 2050 |
|
|
2024
Q4 | $54.8K | Hold |
5,845
| – | – | ﹤0.01% | 2124 |
|
|
2024
Q3 | $57.7K | Hold |
5,845
| – | – | ﹤0.01% | 2104 |
|
|
2024
Q2 | $50.9K | Hold |
5,845
| – | – | ﹤0.01% | 2136 |
|
|
2024
Q1 | $50.2K | Hold |
5,845
| – | – | ﹤0.01% | 2147 |
|
|
2023
Q4 | $58K | Hold |
5,845
| – | – | ﹤0.01% | 2083 |
|
|
2023
Q3 | $49.5K | Buy |
5,845
+1,141
| +24% | +$9.66K | ﹤0.01% | 2112 |
|
|
2023
Q2 | $38.9K | Hold |
4,704
| – | – | ﹤0.01% | 2196 |
|
|
2023
Q1 | $39.2K | Hold |
4,704
| – | – | ﹤0.01% | 2127 |
|
|
2022
Q4 | $60.2K | Hold |
4,704
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q3 | $53K | Hold |
4,704
| – | – | ﹤0.01% | 1935 |
|
|
2022
Q2 | $50K | Hold |
4,704
| – | – | ﹤0.01% | 1983 |
|
|
2022
Q1 | $53K | Hold |
4,704
| – | – | ﹤0.01% | 2031 |
|
|
2021
Q4 | $56K | Hold |
4,704
| – | – | ﹤0.01% | 2061 |
|
|
2021
Q3 | $55K | Hold |
4,704
| – | – | ﹤0.01% | 2090 |
|
|
2021
Q2 | $52K | Hold |
4,704
| – | – | ﹤0.01% | 2149 |
|
|
2021
Q1 | $57K | Hold |
4,704
| – | – | ﹤0.01% | 2005 |
|
|
2020
Q4 | $42K | Hold |
4,704
| – | – | ﹤0.01% | 2082 |
|
|
2020
Q3 | $31K | Hold |
4,704
| – | – | ﹤0.01% | 2141 |
|
|
2020
Q2 | $35K | Hold |
4,704
| – | – | ﹤0.01% | 2042 |
|
|
2020
Q1 | $36K | Hold |
4,704
| – | – | ﹤0.01% | 1847 |
|
|
2019
Q4 | $60K | Buy |
4,704
+1,526
| +48% | +$19.5K | ﹤0.01% | 1812 |
|
|
2019
Q3 | $37K | Hold |
3,178
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q2 | $39K | Hold |
3,178
| – | – | ﹤0.01% | 2047 |
|
|
2019
Q1 | $38K | Hold |
3,178
| – | – | ﹤0.01% | 2040 |
|
|
2018
Q4 | $36K | Hold |
3,178
| – | – | ﹤0.01% | 1995 |
|
|
2018
Q3 | $47K | Hold |
3,178
| – | – | ﹤0.01% | 2023 |
|
|
2018
Q2 | $54K | Hold |
3,178
| – | – | ﹤0.01% | 1943 |
|
|
2018
Q1 | $52K | Hold |
3,178
| – | – | ﹤0.01% | 1904 |
|
|
2017
Q4 | $49K | Hold |
3,178
| – | – | ﹤0.01% | 1941 |
|
|
2017
Q3 | $42K | Hold |
3,178
| – | – | ﹤0.01% | 1993 |
|
|
2017
Q2 | $44K | Buy |
3,178
+1,464
| +85% | +$20.3K | ﹤0.01% | 1990 |
|
|
2017
Q1 | $24K | Buy |
+1,714
| New | +$24K | ﹤0.01% | 2305 |
|