Parallel Advisors’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 | $25.5K | Sell |
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|
2025
Q1 | $31.3K | Buy |
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|
2024
Q4 | $30.5K | Sell |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $113K | Buy |
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|
2024
Q1 | $98.1K | Sell |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $109K | Buy |
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|
2023
Q2 | $97.5K | Buy |
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|
2023
Q1 | $96.4K | Sell |
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|
2022
Q4 | $153K | Buy |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $134K | Buy |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | $128K | Buy |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $8K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Buy |
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