Brandywine Global Investment Management’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 | $123K | Buy |
+12,370
| New | +$123K | ﹤0.01% | 568 |
|
|
2023
Q3 | – | Sell |
-84,448
| Closed | -$699K | – | 714 |
|
|
2023
Q2 | $699K | Hold |
84,448
| – | – | 0.01% | 647 |
|
|
2023
Q1 | $703K | Buy |
84,448
+33,772
| +67% | +$281K | 0.01% | 665 |
|
|
2022
Q4 | $659K | Sell |
50,676
-1,561
| -3% | -$20.3K | 0.01% | 668 |
|
|
2022
Q3 | $592K | Sell |
52,237
-1,429
| -3% | -$16.2K | 0.01% | 667 |
|
|
2022
Q2 | $574K | Sell |
53,666
-423
| -0.8% | -$4.52K | 0.01% | 656 |
|
|
2022
Q1 | $609K | Buy |
+54,089
| New | +$609K | ﹤0.01% | 649 |
|