Focus Partners Wealth’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 | $365K | Buy |
36,806
+1,265
| +4% | +$12.6K | ﹤0.01% | 1577 |
|
|
2025
Q1 | $338K | Buy |
35,541
+77
| +0.2% | +$733 | ﹤0.01% | 1501 |
|
|
2024
Q4 | $333K | Buy |
35,464
+18,160
| +105% | +$170K | ﹤0.01% | 1492 |
|
|
2024
Q3 | $171K | Sell |
17,304
-782
| -4% | -$7.73K | ﹤0.01% | 1463 |
|
|
2024
Q2 | $172K | Buy |
18,086
+52
| +0.3% | +$495 | ﹤0.01% | 1167 |
|
|
2024
Q1 | $147K | Buy |
+18,034
| New | +$147K | ﹤0.01% | 951 |
|