SBI Securities’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
$516 Buy
52
+2
+4% +$20 ﹤0.01% 2954
2025
Q1
$476 Hold
50
﹤0.01% 2886
2024
Q4
$469 Buy
+50
New +$469 ﹤0.01% 2913