Farther Finance 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 | $467 | Sell |
47
-18
| -28% | -$179 | ﹤0.01% | 4050 |
|
|
2025
Q1 | $615 | Hold |
65
| – | – | ﹤0.01% | 3739 |
|
|
2024
Q4 | $610 | Hold |
65
| – | – | ﹤0.01% | 3401 |
|
|
2024
Q3 | $642 | Hold |
65
| – | – | ﹤0.01% | 3365 |
|
|
2024
Q2 | $556 | Buy |
65
+12
| +23% | +$103 | ﹤0.01% | 3252 |
|
|
2024
Q1 | $446 | Sell |
53
-12
| -18% | -$101 | ﹤0.01% | 3050 |
|
|
2023
Q4 | $645 | Buy |
+65
| New | +$645 | ﹤0.01% | 2886 |
|
|
2023
Q2 | – | Sell |
-17
| Closed | -$142 | – | 2529 |
|
|
2023
Q1 | $142 | Sell |
17
-1
| -6% | -$8 | ﹤0.01% | 2256 |
|
|
2022
Q4 | $234 | Buy |
+18
| New | +$234 | ﹤0.01% | 2006 |
|