Concourse Financial Group Securities’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3707 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 5007 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4989 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 5026 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 5031 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4974 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4897 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4826 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4680 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4658 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4459 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4489 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4417 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 4477 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4378 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4250 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4151 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4055 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3893 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3781 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3787 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3742 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3492 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3759 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3723 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3600 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 3246 |
|