Atom Investors’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 |
-138,898
| Closed | -$1.32M | – | 691 |
|
|
2025
Q1 | $1.32M | Sell |
138,898
-416
| -0.3% | -$3.96K | 0.16% | 171 |
|
|
2024
Q4 | $1.31M | Sell |
139,314
-20,221
| -13% | -$190K | 0.16% | 191 |
|
|
2024
Q3 | $1.58M | Sell |
159,535
-127,675
| -44% | -$1.26M | 0.17% | 185 |
|
|
2024
Q2 | $2.5M | Buy |
287,210
+192,439
| +203% | +$1.67M | 0.25% | 128 |
|
|
2024
Q1 | $813K | Buy |
94,771
+84,672
| +838% | +$726K | 0.1% | 250 |
|
|
2023
Q4 | $100K | Buy |
+10,099
| New | +$100K | 0.02% | 420 |
|