PFS Partners’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 | $47.9K | Hold |
4,823
| – | – | 0.02% | 164 |
|
|
2025
Q1 | $45.9K | Hold |
4,823
| – | – | 0.02% | 149 |
|
|
2024
Q4 | $45.2K | Hold |
4,823
| – | – | 0.02% | 151 |
|
|
2024
Q3 | $47.7K | Hold |
4,823
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $42K | Hold |
4,823
| – | – | 0.03% | 135 |
|
|
2024
Q1 | $41.4K | Hold |
4,823
| – | – | 0.03% | 132 |
|
|
2023
Q4 | $47.8K | Hold |
4,823
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $40.9K | Hold |
4,823
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $39.9K | Hold |
4,823
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $40.2K | Hold |
4,823
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $62.7K | Hold |
4,823
| – | – | 0.07% | 78 |
|
|
2022
Q3 | $54.7K | Hold |
4,823
| – | – | 0.06% | 81 |
|
|
2022
Q2 | $51.6K | Hold |
4,823
| – | – | 0.05% | 82 |
|
|
2022
Q1 | $54.3K | Hold |
4,823
| – | – | 0.05% | 88 |
|
|
2021
Q4 | $57.6K | Buy |
+4,823
| New | +$57.6K | 0.04% | 89 |
|