Parallel Advisors’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5K | Sell |
2,564
-729
| -22% | -$7.24K | ﹤0.01% | 2063 |
|
|
2025
Q1 | $31.3K | Buy |
3,293
+42
| +1% | +$400 | ﹤0.01% | 1891 |
|
|
2024
Q4 | $30.5K | Sell |
3,251
-9,778
| -75% | -$91.7K | ﹤0.01% | 1916 |
|
|
2024
Q3 | $129K | Sell |
13,029
-15
| -0.1% | -$148 | ﹤0.01% | 1143 |
|
|
2024
Q2 | $113K | Buy |
13,044
+1,613
| +14% | +$14K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $98.1K | Sell |
11,431
-2,018
| -15% | -$17.3K | ﹤0.01% | 1175 |
|
|
2023
Q4 | $133K | Buy |
13,449
+639
| +5% | +$6.34K | ﹤0.01% | 985 |
|
|
2023
Q3 | $109K | Buy |
12,810
+1,035
| +9% | +$8.77K | ﹤0.01% | 1046 |
|
|
2023
Q2 | $97.5K | Buy |
11,775
+201
| +2% | +$1.66K | ﹤0.01% | 1085 |
|
|
2023
Q1 | $96.4K | Sell |
11,574
-159
| -1% | -$1.33K | ﹤0.01% | 1074 |
|
|
2022
Q4 | $153K | Buy |
11,733
+6
| +0.1% | +$78 | 0.01% | 821 |
|
|
2022
Q3 | $133K | Sell |
11,727
-25
| -0.2% | -$284 | 0.01% | 843 |
|
|
2022
Q2 | $126K | Sell |
11,752
-23
| -0.2% | -$247 | 0.01% | 876 |
|
|
2022
Q1 | $134K | Buy |
11,775
+711
| +6% | +$8.09K | 0.01% | 870 |
|
|
2021
Q4 | $132K | Buy |
11,064
+25
| +0.2% | +$298 | ﹤0.01% | 893 |
|
|
2021
Q3 | $128K | Buy |
11,039
+9,890
| +861% | +$115K | 0.01% | 870 |
|
|
2021
Q2 | $13K | Buy |
1,149
+500
| +77% | +$5.66K | ﹤0.01% | 1869 |
|
|
2021
Q1 | $8K | Buy |
649
+227
| +54% | +$2.8K | ﹤0.01% | 1992 |
|
|
2020
Q4 | $4K | Hold |
422
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q3 | $3K | Buy |
+422
| New | +$3K | ﹤0.01% | 2166 |
|