Osaic Holdings’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 | $30.7K | Buy |
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|
2025
Q2 | $16.1K | Sell |
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|
2025
Q1 | $89.7K | Buy |
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|
2024
Q4 | $8.01K | Buy |
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|
2024
Q3 | $6.38K | Sell |
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|
2024
Q2 | $126K | Sell |
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|
2024
Q1 | $129K | Sell |
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|
2023
Q4 | $149K | Sell |
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|
2023
Q3 | $168K | Buy |
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|
2023
Q2 | $124K | Sell |
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|
2023
Q1 | $125K | Buy |
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|
2022
Q4 | $195K | Hold |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $160K | Hold |
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|
2022
Q1 | $170K | Hold |
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|
2021
Q4 | $179K | Hold |
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|
2021
Q3 | $175K | Buy |
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|
2021
Q2 | $168K | Buy |
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|
2021
Q1 | $80K | Sell |
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|
2020
Q4 | $67K | Sell |
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|
2020
Q3 | $52K | Buy |
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|
2020
Q2 | $60K | Sell |
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|
2020
Q1 | $63K | Buy |
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