Osborne Partners 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 | – | Sell |
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|
2025
Q2 | $105K | Hold |
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|
2025
Q1 | $101K | Hold |
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|
2024
Q4 | $99.4K | Hold |
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|
2024
Q3 | $105K | Hold |
|
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|
2024
Q2 | $92.2K | Hold |
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|
2024
Q1 | $91K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $89.8K | Hold |
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|
2023
Q2 | $87.8K | Sell |
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|
2023
Q1 | $92.5K | Hold |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $115K | Hold |
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|
2022
Q1 | $121K | Buy |
|