Bank of America’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
Q2 | $917K | Sell |
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|
2025
Q1 | $979K | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.35M | Buy |
|
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $571K | Sell |
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|
2023
Q1 | $654K | Sell |
|
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $692K | Sell |
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|
2022
Q1 | $735K | Sell |
|
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $650K | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $1.1M | Buy |
|
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|
2020
Q3 | $701K | Buy |
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|
2020
Q2 | $581K | Buy |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $1.01M | Buy |
|
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|
2019
Q3 | $844K | Buy |
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|
2019
Q2 | $726K | Sell |
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|
2019
Q1 | $951K | Sell |
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|
2018
Q4 | $927K | Sell |
|
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|
2018
Q3 | $2.71M | Buy |
|
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|
2018
Q2 | $2.74M | Buy |
|
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|
2018
Q1 | $485K | Buy |
|
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|
2017
Q4 | $376K | Buy |
|
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|
2017
Q3 | $229K | Sell |
|
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|
2017
Q2 | $231K | Sell |
|
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|
2017
Q1 | $277K | Buy |
|
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|
2016
Q4 | $256K | Buy |
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|
2016
Q3 | $162K | Buy |
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|
2016
Q2 | $149K | Buy |
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|
2016
Q1 | $141K | Sell |
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|
2015
Q4 | $170K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $3K | Buy |
|
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|
2015
Q1 | $1K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $2K | Buy |
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|
2014
Q1 | $1K | Buy |
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|
2013
Q4 | $0 | Sell |
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|
2013
Q3 | $3K | Sell |
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|
2013
Q2 | $129K | Buy |
|