Franklin Resources’s Heritage Commerce HTBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$923K Buy
2025
Q1
$840K Buy
2024
Q4
$435K Buy
2024
Q3
$449K Buy
2024
Q2
$390K Sell
2024
Q1
$427K Buy
2023
Q3
Sell
2023
Q2
$282K Buy
2020
Q1
Sell
2019
Q4
$475K Buy