Martingale Asset 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
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $103K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $134K | Sell |
|
|||||
|
2023
Q3 | $457K | Sell |
|
|||||
|
2023
Q2 | $769K | Buy |
|
|||||
|
2023
Q1 | $133K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $157K | Hold |
|
|||||
|
2019
Q2 | $164K | Sell |
|
|||||
|
2019
Q1 | $378K | Sell |
|
|||||
|
2018
Q4 | $556K | Buy |
|
|||||
|
2018
Q3 | $603K | Sell |
|
|||||
|
2018
Q2 | $1.95M | Buy |
|
|||||
|
2018
Q1 | $1.64M | Buy |
|
|||||
|
2017
Q4 | $1.46M | Hold |
|
|||||
|
2017
Q3 | $1.36M | Sell |
|
|||||
|
2017
Q2 | $1.83M | Sell |
|
|||||
|
2017
Q1 | $2.07M | Sell |
|
|||||
|
2016
Q4 | $2.26M | Buy |
|
|||||
|
2016
Q3 | $1.11M | Buy |
|
|||||
|
2016
Q2 | $200K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $248K | Buy |
|
|||||
|
2015
Q1 | $204K | Sell |
|
|||||
|
2014
Q4 | $198K | Buy |
|