Aquatic Capital Management’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 | – | Sell |
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|
2025
Q4 | $160K | Sell |
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|
2025
Q3 | $320K | Sell |
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|
2025
Q2 | $330K | Buy |
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|
2025
Q1 | $112K | Sell |
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|
2024
Q4 | $221K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $158K | Buy |
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|
2023
Q3 | $34K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $57K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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