LPL Financial’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 | – | Sell |
-27,474
| Closed | -$262K | – | 5447 |
|
|
2025
Q1 | $262K | Sell |
27,474
-3,611
| -12% | -$34.4K | ﹤0.01% | 4565 |
|
|
2024
Q4 | $292K | Sell |
31,085
-38
| -0.1% | -$356 | ﹤0.01% | 4456 |
|
|
2024
Q3 | $307K | Buy |
+31,123
| New | +$307K | ﹤0.01% | 4328 |
|
|
2023
Q2 | – | Sell |
-10,200
| Closed | -$85K | – | 4572 |
|
|
2023
Q1 | $85K | Sell |
10,200
-252
| -2% | -$2.1K | ﹤0.01% | 4203 |
|
|
2022
Q4 | $136K | Buy |
+10,452
| New | +$136K | ﹤0.01% | 4063 |
|