Savant Capital’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 | $279K | Buy |
28,085
+3,605
| +15% | +$35.8K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $233K | Sell |
24,480
-263
| -1% | -$2.5K | ﹤0.01% | 1349 |
|
|
2024
Q4 | $232K | Buy |
24,743
+246
| +1% | +$2.31K | ﹤0.01% | 1240 |
|
|
2024
Q3 | $242K | Buy |
24,497
+311
| +1% | +$3.07K | ﹤0.01% | 1187 |
|
|
2024
Q2 | $210K | Buy |
+24,186
| New | +$210K | ﹤0.01% | 1115 |
|