MAI Capital Management’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.79K | Sell |
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|
2025
Q2 | $6.74K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $308K | Hold |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $478K | Hold |
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|
2016
Q2 | $460K | Hold |
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|
2016
Q1 | $438K | Hold |
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|
2015
Q4 | $523K | Hold |
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|
2015
Q3 | $496K | Hold |
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|
2015
Q2 | $420K | Hold |
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|
2015
Q1 | $399K | Hold |
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|
2014
Q4 | $386K | Hold |
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|
2014
Q3 | $359K | Hold |
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|
2014
Q2 | $357K | Hold |
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|
2014
Q1 | $352K | Hold |
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|
2013
Q4 | $360K | Buy |
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