Cerity Partners’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 | $1.52M | Buy |
152,744
+4,444
| +3% | +$44.1K | ﹤0.01% | 1339 |
|
|
2025
Q1 | $1.41M | Buy |
148,300
+2,726
| +2% | +$26K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $1.37M | Sell |
145,574
-775
| -0.5% | -$7.28K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $1.45M | Buy |
146,349
+21,288
| +17% | +$210K | ﹤0.01% | 1241 |
|
|
2024
Q2 | $1.09M | Buy |
125,061
+5,451
| +5% | +$47.4K | ﹤0.01% | 1185 |
|
|
2024
Q1 | $1.03M | Buy |
119,610
+6,356
| +6% | +$54.5K | ﹤0.01% | 1266 |
|
|
2023
Q4 | $1.12M | Buy |
113,254
+6,950
| +7% | +$68.9K | ﹤0.01% | 940 |
|
|
2023
Q3 | $900K | Buy |
+106,304
| New | +$900K | ﹤0.01% | 779 |
|