Parkside Financial Bank & Trust’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 | $31.9K | Sell |
3,211
-74
| -2% | -$735 | ﹤0.01% | 1056 |
|
|
2025
Q1 | $31.3K | Buy |
3,285
+92
| +3% | +$876 | ﹤0.01% | 982 |
|
|
2024
Q4 | $30K | Hold |
3,193
| – | – | ﹤0.01% | 962 |
|
|
2024
Q3 | $31.5K | Buy |
3,193
+120
| +4% | +$1.19K | ﹤0.01% | 934 |
|
|
2024
Q2 | $26.7K | Buy |
3,073
+106
| +4% | +$922 | ﹤0.01% | 948 |
|
|
2024
Q1 | $25.5K | Buy |
2,967
+496
| +20% | +$4.26K | ﹤0.01% | 957 |
|
|
2023
Q4 | $24.5K | Buy |
2,471
+462
| +23% | +$4.58K | ﹤0.01% | 923 |
|
|
2023
Q3 | $17K | Buy |
2,009
+811
| +68% | +$6.87K | ﹤0.01% | 956 |
|
|
2023
Q2 | $9.92K | Buy |
1,198
+36
| +3% | +$298 | ﹤0.01% | 1120 |
|
|
2023
Q1 | $9.68K | Buy |
1,162
+91
| +8% | +$758 | ﹤0.01% | 1118 |
|
|
2022
Q4 | $13.9K | Buy |
+1,071
| New | +$13.9K | ﹤0.01% | 956 |
|