Beacon Pointe Advisors’s Heritage Commerce HTBK Stock Holding History

Beacon Pointe Advisors’s Portfolio HTBK Stock Details HTBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$421K	Buy
2022 Q3	–	Sell
2022 Q2	$111K	Buy
2022 Q1	$115K	Sell
2021 Q4	$148K	Buy
2021 Q3	$143K	Buy