Ladenburg Thalmann Financial Services’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $104K | Buy |
8,049
+804
| +11% | +$10.4K | ﹤0.01% | 2983 |
|
|
2019
Q3 | $85K | Buy |
7,245
+65
| +0.9% | +$763 | ﹤0.01% | 3049 |
|
|
2019
Q2 | $88K | Buy |
7,180
+62
| +0.9% | +$760 | ﹤0.01% | 3056 |
|
|
2019
Q1 | $86K | Buy |
7,118
+53
| +0.8% | +$640 | ﹤0.01% | 2990 |
|
|
2018
Q4 | $81K | Sell |
7,065
-4,634
| -40% | -$53.1K | ﹤0.01% | 2910 |
|
|
2018
Q3 | $174K | Buy |
11,699
+6,960
| +147% | +$104K | ﹤0.01% | 2417 |
|
|
2018
Q2 | $79K | Hold |
4,739
| – | – | ﹤0.01% | 2918 |
|
|
2018
Q1 | $79K | Buy |
4,739
+63
| +1% | +$1.05K | ﹤0.01% | 2918 |
|
|
2017
Q4 | $72K | Buy |
4,676
+30
| +0.6% | +$462 | ﹤0.01% | 2972 |
|
|
2017
Q3 | $66K | Buy |
4,646
+33
| +0.7% | +$469 | ﹤0.01% | 2900 |
|
|
2017
Q2 | $64K | Buy |
4,613
+1,810
| +65% | +$25.1K | ﹤0.01% | 2848 |
|
|
2017
Q1 | $40K | Buy |
+2,803
| New | +$40K | ﹤0.01% | 3075 |
|