Nisa Investment Advisors’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 | $83.2K | Sell |
8,380
-682
| -8% | -$6.77K | ﹤0.01% | 1453 |
|
|
2025
Q1 | $86.3K | Hold |
9,062
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q4 | $85K | Hold |
9,062
| – | – | ﹤0.01% | 1518 |
|
|
2024
Q3 | $89.5K | Hold |
9,062
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q2 | $78.8K | Sell |
9,062
-18
| -0.2% | -$157 | ﹤0.01% | 1535 |
|
|
2024
Q1 | $77.9K | Hold |
9,080
| – | – | ﹤0.01% | 1547 |
|
|
2023
Q4 | $90.1K | Sell |
9,080
-1,200
| -12% | -$11.9K | ﹤0.01% | 1463 |
|
|
2023
Q3 | $87.1K | Sell |
10,280
-76
| -0.7% | -$644 | ﹤0.01% | 1555 |
|
|
2023
Q2 | $85.7K | Sell |
10,356
-914
| -8% | -$7.57K | ﹤0.01% | 1549 |
|
|
2023
Q1 | $94K | Sell |
11,270
-80
| -0.7% | -$667 | ﹤0.01% | 1518 |
|
|
2022
Q4 | $148K | Hold |
11,350
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q3 | $156K | Hold |
11,350
| – | – | ﹤0.01% | 1337 |
|
|
2022
Q2 | $121K | Hold |
11,350
| – | – | ﹤0.01% | 1445 |
|
|
2022
Q1 | $128K | Sell |
11,350
-5,520
| -33% | -$62.3K | ﹤0.01% | 1538 |
|
|
2021
Q4 | $210K | Hold |
16,870
| – | – | ﹤0.01% | 1252 |
|
|
2021
Q3 | $196 | Buy |
16,870
+5,000
| +42% | +$58 | ﹤0.01% | 1409 |
|
|
2021
Q2 | $132 | Buy |
11,870
+1,770
| +18% | +$20 | ﹤0.01% | 1566 |
|
|
2021
Q1 | $123 | Hold |
10,100
| – | – | ﹤0.01% | 1662 |
|
|
2020
Q4 | $90K | Buy |
10,100
+3,300
| +49% | +$29.4K | ﹤0.01% | 1777 |
|
|
2020
Q3 | $45K | Buy |
+6,800
| New | +$45K | ﹤0.01% | 1840 |
|