Bruce G. Allen Investments’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
$328 Hold
33
﹤0.01% 1015
2025
Q1
$314 Hold
33
﹤0.01% 1015
2024
Q4
$310 Hold
33
﹤0.01% 1028
2024
Q3
$326 Buy
+33
New +$326 ﹤0.01% 1034