EJF Capital’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
$1.95M Sell
196,786
-59,730
-23% -$593K 1.56% 30
2025
Q1
$2.44M Sell
256,516
-23,393
-8% -$223K 1.55% 29
2024
Q4
$2.63M Sell
279,909
-14,581
-5% -$137K 1.8% 21
2024
Q3
$2.91M Buy
294,490
+83,442
+40% +$824K 1.93% 17
2024
Q2
$1.84M Buy
211,048
+57,033
+37% +$496K 1.36% 29
2024
Q1
$1.32M Buy
+154,015
New +$1.32M 0.92% 41