HRT Financial’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
Q3 | – | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $296K | Sell |
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|
2024
Q4 | $578K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $393K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $199K | Buy |
|