Globeflex Capital’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
Q4 | $66.1K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $488K | Hold |
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|
2020
Q4 | $355K | Hold |
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|
2020
Q3 | $266K | Buy |
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|
2020
Q2 | $265K | Buy |
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|
2020
Q1 | $230K | Hold |
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|
2019
Q4 | $385K | Buy |
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|
2019
Q3 | $162K | Hold |
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|
2019
Q2 | $169K | Hold |
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|
2019
Q1 | $167K | Buy |
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|
2018
Q4 | $124K | Hold |
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|
2018
Q3 | $163K | Sell |
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|
2018
Q2 | $559K | Buy |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $287K | Hold |
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|
2017
Q3 | $266K | Sell |
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|
2017
Q2 | $701K | Hold |
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|
2017
Q1 | $717K | Buy |
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|
2016
Q4 | $465K | Buy |
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|
2016
Q3 | $352K | Hold |
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|
2016
Q2 | $339K | Buy |
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