Empowered Funds’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 | $1.87M | Buy |
188,467
+16,601
| +10% | +$165K | 0.02% | 853 |
|
|
2025
Q1 | $1.64M | Buy |
171,866
+13,519
| +9% | +$129K | 0.02% | 830 |
|
|
2024
Q4 | $1.49M | Buy |
158,347
+7,614
| +5% | +$71.4K | 0.02% | 845 |
|
|
2024
Q3 | $1.49M | Buy |
150,733
+7,638
| +5% | +$75.5K | 0.02% | 777 |
|
|
2024
Q2 | $1.24M | Buy |
143,095
+10,260
| +8% | +$89.3K | 0.02% | 784 |
|
|
2024
Q1 | $1.14M | Buy |
132,835
+9,975
| +8% | +$85.6K | 0.02% | 816 |
|
|
2023
Q4 | $1.22M | Buy |
122,860
+11,029
| +10% | +$109K | 0.03% | 686 |
|
|
2023
Q3 | $947K | Buy |
111,831
+9,164
| +9% | +$77.6K | 0.03% | 685 |
|
|
2023
Q2 | $850K | Buy |
+102,667
| New | +$850K | 0.03% | 659 |
|