Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $546K | Sell |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $721K | Buy |
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|
2022
Q2 | $660K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $611K | Buy |
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|
2021
Q3 | $508K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Buy |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $224K | Hold |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $350K | Hold |
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|
2018
Q3 | $460K | Hold |
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|
2018
Q2 | $524K | Buy |
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|
2018
Q1 | $507K | Hold |
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|
2017
Q4 | $471K | Hold |
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|
2017
Q3 | $438K | Hold |
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|
2017
Q2 | $424K | Hold |
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|
2017
Q1 | $434K | Hold |
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|
2016
Q4 | $444K | Buy |
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|
2016
Q3 | $311K | Hold |
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|
2016
Q2 | $299K | Sell |
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|
2016
Q1 | $615K | Buy |
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|
2015
Q4 | $358K | Buy |
|