HSBC Holdings’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 | $641K | Buy |
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|
2025
Q2 | $589K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $123K | Sell |
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|
2024
Q2 | $163K | Sell |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | $420K | Sell |
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|
2023
Q3 | $461K | Sell |
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|
2023
Q2 | $517K | Buy |
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|
2023
Q1 | $473K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $408K | Buy |
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|
2020
Q3 | $303K | Buy |
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|
2020
Q2 | $265K | Hold |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $488K | Sell |
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|
2019
Q3 | $464K | Buy |
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