HoldCo Asset Management’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 | $16.1M | Buy |
|
|||||
|
2024
Q3 | $933K | Hold |
|
|||||
|
2024
Q2 | $822K | Hold |
|
|||||
|
2024
Q1 | $810K | Hold |
|
|||||
|
2023
Q4 | $937K | Hold |
|
|||||
|
2023
Q3 | $800K | Hold |
|
|||||
|
2023
Q2 | $782K | Hold |
|
|||||
|
2023
Q1 | $787K | Hold |
|
|||||
|
2022
Q4 | $1.23M | Hold |
|
|||||
|
2022
Q3 | $1.07M | Hold |
|
|||||
|
2022
Q2 | $1.01M | Hold |
|
|||||
|
2022
Q1 | $1.06M | Sell |
|
|||||
|
2021
Q4 | $4.73M | Hold |
|
|||||
|
2021
Q3 | $4.61M | Hold |
|
|||||
|
2021
Q2 | $4.41M | Hold |
|
|||||
|
2021
Q1 | $4.84M | Hold |
|
|||||
|
2020
Q4 | $3.51M | Buy |
|