Evergreen Capital Management’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 | $302K | Buy |
30,368
+745
| +3% | +$7.4K | 0.01% | 796 |
|
|
2025
Q1 | $282K | Buy |
29,623
+282
| +1% | +$2.69K | 0.01% | 784 |
|
|
2024
Q4 | $275K | Buy |
29,341
+1,622
| +6% | +$15.2K | 0.01% | 783 |
|
|
2024
Q3 | $274K | Buy |
27,719
+442
| +2% | +$4.37K | 0.01% | 757 |
|
|
2024
Q2 | $237K | Sell |
27,277
-1,102
| -4% | -$9.59K | 0.01% | 765 |
|
|
2024
Q1 | $243K | Buy |
28,379
+1,473
| +5% | +$12.6K | 0.01% | 718 |
|
|
2023
Q4 | $267K | Buy |
26,906
+36
| +0.1% | +$357 | 0.01% | 645 |
|
|
2023
Q3 | $228K | Buy |
26,870
+408
| +2% | +$3.46K | 0.01% | 659 |
|
|
2023
Q2 | $219K | Buy |
+26,462
| New | +$219K | 0.01% | 687 |
|