Raymond James Financial
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Raymond James Financial’s Heritage Commerce HTBK Stock Holding History

Raymond James Financial’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.82M Buy
284,228
+44,569
+19% +$443K ﹤0.01% 2801
2025
Q1 		$2.28M Buy
239,659
+7,100
+3% +$67.6K ﹤0.01% 2891
2024
Q4 		$2.18M Buy
+232,559
New +$2.18M ﹤0.01% 2903