Lindbrook Capital’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $13.5K | Buy |
1,413
+49
| +4% | +$466 | ﹤0.01% | 1528 |
|
|
2024
Q4 | $12.8K | Sell |
1,364
-187
| -12% | -$1.75K | ﹤0.01% | 1519 |
|
|
2024
Q3 | $15.3K | Sell |
1,551
-119
| -7% | -$1.18K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $14.5K | Sell |
1,670
-404
| -19% | -$3.52K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $17.8K | Sell |
2,074
-2,706
| -57% | -$23.2K | ﹤0.01% | 1272 |
|
|
2023
Q4 | $47.4K | Buy |
4,780
+1,543
| +48% | +$15.3K | ﹤0.01% | 769 |
|
|
2023
Q3 | $27.4K | Buy |
3,237
+963
| +42% | +$8.16K | ﹤0.01% | 913 |
|
|
2023
Q2 | $18.8K | Buy |
2,274
+2,134
| +1,524% | +$17.7K | ﹤0.01% | 1129 |
|
|
2023
Q1 | $1.17K | Sell |
140
-954
| -87% | -$7.95K | ﹤0.01% | 2424 |
|
|
2022
Q4 | $14.2K | Buy |
1,094
+657
| +150% | +$8.54K | ﹤0.01% | 1250 |
|
|
2022
Q3 | $5K | Sell |
437
-1,343
| -75% | -$15.4K | ﹤0.01% | 1670 |
|
|
2022
Q2 | $19K | Buy |
1,780
+1,692
| +1,923% | +$18.1K | ﹤0.01% | 988 |
|
|
2022
Q1 | $1K | Sell |
88
-115
| -57% | -$1.31K | ﹤0.01% | 2254 |
|
|
2021
Q4 | $2K | Hold |
203
| – | – | ﹤0.01% | 1782 |
|
|
2021
Q3 | $2K | Hold |
203
| – | – | ﹤0.01% | 1548 |
|
|
2021
Q2 | $2K | Hold |
203
| – | – | ﹤0.01% | 1596 |
|
|
2021
Q1 | $2K | Buy |
203
+66
| +48% | +$650 | ﹤0.01% | 1547 |
|
|
2020
Q4 | $1K | Buy |
+137
| New | +$1K | ﹤0.01% | 1624 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1788 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1793 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 1765 |
|