HRT Financial’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 | $300K | Sell |
30,289
-827
| -3% | -$8.19K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $296K | Sell |
31,116
-30,601
| -50% | -$291K | ﹤0.01% | 1577 |
|
|
2024
Q4 | $578K | Buy |
+61,717
| New | +$578K | ﹤0.01% | 1195 |
|
|
2023
Q2 | – | Sell |
-33,893
| Closed | -$282K | – | 2596 |
|
|
2023
Q1 | $282K | Sell |
33,893
-569
| -2% | -$4.73K | ﹤0.01% | 1594 |
|
|
2022
Q4 | $448K | Buy |
+34,462
| New | +$448K | 0.01% | 1384 |
|
|
2022
Q2 | – | Sell |
-34,976
| Closed | -$393K | – | 3117 |
|
|
2022
Q1 | $393K | Sell |
34,976
-3,342
| -9% | -$37.6K | ﹤0.01% | 1836 |
|
|
2021
Q4 | $457K | Buy |
38,318
+16,522
| +76% | +$197K | ﹤0.01% | 1751 |
|
|
2021
Q3 | $253K | Buy |
+21,796
| New | +$253K | ﹤0.01% | 2288 |
|
|
2020
Q4 | – | Sell |
-29,978
| Closed | -$199K | – | 2031 |
|
|
2020
Q3 | $199K | Buy |
+29,978
| New | +$199K | 0.01% | 1281 |
|