Charles Schwab’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.01M | Sell |
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|
2025
Q2 | $5.02M | Buy |
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|
2025
Q1 | $4.65M | Sell |
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|
2024
Q4 | $4.7M | Buy |
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|
2024
Q3 | $4.9M | Buy |
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|
2024
Q2 | $4.26M | Buy |
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|
2024
Q1 | $4.09M | Buy |
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|
2023
Q4 | $4.66M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $3.74M | Buy |
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|
2023
Q1 | $3.72M | Buy |
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|
2022
Q4 | $5.8M | Buy |
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|
2022
Q3 | $4.96M | Buy |
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|
2022
Q2 | $4.55M | Sell |
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|
2022
Q1 | $4.91M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $4.91M | Buy |
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|
2020
Q4 | $3.47M | Buy |
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|
2020
Q3 | $2.54M | Sell |
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|
2020
Q2 | $2.9M | Buy |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $4.6M | Buy |
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|
2019
Q3 | $3.01M | Buy |
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|
2019
Q2 | $2.71M | Sell |
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|
2019
Q1 | $2.73M | Buy |
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|
2018
Q4 | $2.33M | Sell |
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|
2018
Q3 | $3.06M | Buy |
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|
2018
Q2 | $3.3M | Buy |
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|
2018
Q1 | $2.91M | Buy |
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|
2017
Q4 | $2.51M | Buy |
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|
2017
Q3 | $1.85M | Buy |
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|
2017
Q2 | $724K | Buy |
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|
2017
Q1 | $557K | Hold |
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|
2016
Q4 | $570K | Hold |
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|
2016
Q3 | $433K | Hold |
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|
2016
Q2 | $416K | Hold |
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|
2016
Q1 | $396K | Hold |
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|
2015
Q4 | $473K | Buy |
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|
2015
Q3 | $317K | Hold |
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|
2015
Q2 | $269K | Hold |
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|
2015
Q1 | $255K | Hold |
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|
2014
Q4 | $247K | Hold |
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|
2014
Q3 | $230K | Hold |
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|
2014
Q2 | $228K | Hold |
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|
2014
Q1 | $225K | Hold |
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|
2013
Q4 | $230K | Hold |
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|
2013
Q3 | $212K | Sell |
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|
2013
Q2 | $335K | Buy |
|