Rothschild Investment LLC’s Heritage Commerce HTBK Stock Holding History

Rothschild Investment LLC’s Portfolio HTBK Stock Details HTBK Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.94K	Buy
2025 Q4	$6.5K	Buy
2025 Q3	$3.86K	Buy
2025 Q2	$2.78K	Buy
2025 Q1	$1.48K	Buy
2024 Q4	$563	Sell
2024 Q3	$1.43K	Buy
2024 Q2	$392	Buy
2024 Q1	$129	Buy