Rosenthal Henry Capital 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
Q3 | $1.89M | Sell |
|
|||||
|
2025
Q2 | $1.89M | Sell |
|
|||||
|
2025
Q1 | $1.85M | Sell |
|
|||||
|
2024
Q4 | $1.91M | Hold |
|
|||||
|
2024
Q3 | $2.01M | Buy |
|
|||||
|
2024
Q2 | $1.74M | Sell |
|
|||||
|
2024
Q1 | $1.77M | Hold |
|
|||||
|
2023
Q4 | $2.05M | Sell |
|
|||||
|
2023
Q3 | $1.86M | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $976K | Hold |
|
|||||
|
2020
Q1 | $997K | Hold |
|
|||||
|
2019
Q4 | $1.67M | Sell |
|
|||||
|
2019
Q3 | $2.7M | Hold |
|
|||||
|
2019
Q2 | $2.82M | Hold |
|
|||||
|
2019
Q1 | $2.78M | Hold |
|
|||||
|
2018
Q4 | $2.61M | Hold |
|
|||||
|
2018
Q3 | $3.43M | Hold |
|
|||||
|
2018
Q2 | $3.91M | Buy |
|
|||||
|
2018
Q1 | $3.79M | Buy |
|
|||||
|
2017
Q4 | $3.48M | Buy |
|
|||||
|
2017
Q3 | $3.2M | Buy |
|
|||||
|
2017
Q2 | $2.21M | Buy |
|
|||||
|
2017
Q1 | $2.19M | Buy |
|
|||||
|
2016
Q4 | $1.59M | Buy |
|