Lincoln National Corp’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,300
| Closed | -$114K | – | 499 |
|
|
2024
Q1 | $114K | Sell |
13,300
-2,702
| -17% | -$23.2K | ﹤0.01% | 1177 |
|
|
2023
Q4 | $159K | Buy |
16,002
+231
| +1% | +$2.29K | ﹤0.01% | 1063 |
|
|
2023
Q3 | $134K | Buy |
15,771
+230
| +1% | +$1.95K | ﹤0.01% | 990 |
|
|
2023
Q2 | $129K | Sell |
15,541
-4,322
| -22% | -$35.8K | ﹤0.01% | 984 |
|
|
2023
Q1 | $165K | Sell |
19,863
-1,033
| -5% | -$8.61K | ﹤0.01% | 941 |
|
|
2022
Q4 | $272K | Buy |
20,896
+183
| +0.9% | +$2.38K | 0.01% | 754 |
|
|
2022
Q3 | $235K | Buy |
20,713
+226
| +1% | +$2.56K | 0.01% | 751 |
|
|
2022
Q2 | $219K | Buy |
20,487
+239
| +1% | +$2.56K | 0.01% | 774 |
|
|
2022
Q1 | $228K | Buy |
20,248
+214
| +1% | +$2.41K | ﹤0.01% | 815 |
|
|
2021
Q4 | $239K | Sell |
20,034
-1,264
| -6% | -$15.1K | ﹤0.01% | 778 |
|
|
2021
Q3 | $248K | Buy |
21,298
+244
| +1% | +$2.84K | 0.01% | 755 |
|
|
2021
Q2 | $234K | Buy |
+21,054
| New | +$234K | 0.01% | 757 |
|