Bruce G. Allen Investments’s Heritage Commerce HTBK Stock Holding History

Bruce G. Allen Investments’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	$649	Buy
2025 Q4	$613	Sell
2025 Q3	$516	Buy
2025 Q2	$328	Hold
2025 Q1	$314	Hold
2024 Q4	$310	Hold
2024 Q3	$326	Buy