Farther Finance Advisors’s Heritage Commerce HTBK Stock Holding History

Farther Finance Advisors’s Portfolio HTBK Stock Details HTBK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$705	Buy
2025 Q2	$467	Sell
2025 Q1	$615	Hold
2024 Q4	$610	Hold
2024 Q3	$642	Hold
2024 Q2	$556	Buy
2024 Q1	$446	Sell
2023 Q4	$645	Buy
2023 Q2	–	Sell
2023 Q1	$142	Sell
2022 Q4	$234	Buy