Rothschild Investment LLC’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 | $2.78K | Buy |
280
+125
| +81% | +$1.24K | ﹤0.01% | 1840 |
|
|
2025
Q1 | $1.48K | Buy |
155
+95
| +158% | +$905 | ﹤0.01% | 2094 |
|
|
2024
Q4 | $563 | Sell |
60
-85
| -59% | -$798 | ﹤0.01% | 2483 |
|
|
2024
Q3 | $1.43K | Buy |
145
+100
| +222% | +$988 | ﹤0.01% | 1913 |
|
|
2024
Q2 | $392 | Buy |
45
+30
| +200% | +$261 | ﹤0.01% | 2165 |
|
|
2024
Q1 | $129 | Buy |
+15
| New | +$129 | ﹤0.01% | 2043 |
|