CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Heritage Commerce HTBK Stock Holding History

CAPTRUST Financial 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
2025
Q3 		$107K Buy
2022
Q3 		– Sell
2022
Q2 		$17K Hold
2022
Q1 		$17K Buy
2021
Q4 		$14K Sell
2021
Q3 		$15K Buy
2021
Q2 		$14K Buy
2021
Q1 		$14K Buy
2019
Q2 		– Sell
2019
Q1 		$1K Buy