Jump 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
$674K Sell
2025
Q2
$697K Buy
2025
Q1
$493K Buy
2024
Q4
$375K Buy
2024
Q2
Sell
2024
Q1
$245K Buy
2023
Q2
Sell
2023
Q1
$367K Buy
2022
Q4
$296K Buy
2022
Q3
Sell
2022
Q2
$131K Sell
2022
Q1
$183K Buy
2021
Q4
$152K Buy