Lido 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 | $1.18M | Sell |
118,397
-34
| -0% | -$338 | ﹤0.01% | 705 |
|
|
2025
Q1 | $1.13M | Buy |
118,431
+34
| +0% | +$324 | 0.01% | 683 |
|
|
2024
Q4 | $1.11M | Hold |
118,397
| – | – | 0.01% | 672 |
|
|
2024
Q3 | $1.17M | Sell |
118,397
-3,500
| -3% | -$34.6K | 0.01% | 592 |
|
|
2024
Q2 | $1.06M | Hold |
121,897
| – | – | 0.01% | 592 |
|
|
2024
Q1 | $1.05M | Sell |
121,897
-2,021
| -2% | -$17.3K | 0.01% | 586 |
|
|
2023
Q4 | $1.23M | Buy |
123,918
+4,325
| +4% | +$42.9K | 0.01% | 493 |
|
|
2023
Q3 | $1.01M | Buy |
119,593
+55,855
| +88% | +$473K | 0.01% | 489 |
|
|
2023
Q2 | $528K | Buy |
63,738
+1,000
| +2% | +$8.28K | ﹤0.01% | 648 |
|
|
2023
Q1 | $523K | Sell |
62,738
-62,738
| -50% | -$523K | 0.01% | 586 |
|
|
2022
Q4 | $1.63M | Buy |
125,476
+38,380
| +44% | +$499K | 0.02% | 297 |
|
|
2022
Q3 | $987K | Buy |
+87,096
| New | +$987K | 0.01% | 335 |
|