IFP Advisors’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 | $1.67K | Buy |
+168
| New | +$1.67K | ﹤0.01% | 3985 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$19 | – | 4501 |
|
|
2024
Q4 | $19 | Buy |
+2
| New | +$19 | ﹤0.01% | 4465 |
|
|
2024
Q3 | – | Sell |
-79
| Closed | -$687 | – | 3370 |
|
|
2024
Q2 | $687 | Hold |
79
| – | – | ﹤0.01% | 3051 |
|
|
2024
Q1 | $678 | Buy |
+79
| New | +$678 | ﹤0.01% | 2936 |
|
|
2022
Q4 | – | Sell |
-37
| Closed | -$1K | – | 4704 |
|
|
2022
Q3 | $1K | Sell |
37
-83
| -69% | -$2.24K | ﹤0.01% | 4574 |
|
|
2022
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 4132 |
|
|
2022
Q1 | $2K | Hold |
120
| – | – | ﹤0.01% | 4132 |
|
|
2021
Q4 | $1K | Buy |
120
+47
| +64% | +$392 | ﹤0.01% | 2973 |
|
|
2021
Q3 | $1K | Buy |
+73
| New | +$1K | ﹤0.01% | 2975 |
|
|
2019
Q1 | – | Sell |
-9,775
| Closed | -$110K | – | 2794 |
|
|
2018
Q4 | $110K | Buy |
9,775
+75
| +0.8% | +$844 | 0.01% | 1142 |
|
|
2018
Q3 | $145K | Buy |
9,700
+66
| +0.7% | +$987 | 0.01% | 1252 |
|
|
2018
Q2 | $164K | Buy |
9,634
+61
| +0.6% | +$1.04K | 0.01% | 1174 |
|
|
2018
Q1 | $147K | Hold |
9,573
| – | – | 0.01% | 1145 |
|
|
2017
Q4 | $147K | Hold |
9,573
| – | – | 0.01% | 1142 |
|
|
2017
Q3 | $136K | Hold |
9,573
| – | – | 0.01% | 1365 |
|
|
2017
Q2 | $132K | Buy |
+9,573
| New | +$132K | 0.01% | 1368 |
|