IFP Advisors’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 | $1.67K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $19 | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $687 | Hold |
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|
2024
Q1 | $678 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $1K | Buy |
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|
2021
Q3 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $110K | Buy |
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|
2018
Q3 | $145K | Buy |
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|
2018
Q2 | $164K | Buy |
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|
2018
Q1 | $147K | Hold |
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|
2017
Q4 | $147K | Hold |
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|
2017
Q3 | $136K | Hold |
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|
2017
Q2 | $132K | Buy |
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