SEI Investments’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 | $743K | Sell |
74,844
-3,557
| -5% | -$35.3K | ﹤0.01% | 2037 |
|
|
2025
Q1 | $746K | Buy |
78,401
+14,836
| +23% | +$141K | ﹤0.01% | 2005 |
|
|
2024
Q4 | $596K | Buy |
63,565
+30,192
| +90% | +$283K | ﹤0.01% | 2126 |
|
|
2024
Q3 | $330K | Buy |
33,373
+958
| +3% | +$9.47K | ﹤0.01% | 2325 |
|
|
2024
Q2 | $282K | Buy |
32,415
+4,631
| +17% | +$40.3K | ﹤0.01% | 2368 |
|
|
2024
Q1 | $238K | Buy |
+27,784
| New | +$238K | ﹤0.01% | 2383 |
|