EverSource Wealth Advisors’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	$53.7K	Buy	5,403 +5,370	+16,273%	+$53.3K	﹤0.01%	1568
2025 Q1	$314	Buy	33 +2	+6%	+$19	﹤0.01%	3593
2024 Q4	$291	Buy	+31	New	+$291	﹤0.01%	3350