Sentinel Trust’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
$223K Hold
22,500
0.02% 119
2025
Q1
$214K Hold
22,500
0.03% 125
2024
Q4
$211K Hold
22,500
0.02% 124
2024
Q3
$222K Hold
22,500
0.03% 134
2024
Q2
$196K Buy
+22,500
New +$196K 0.02% 136