SG Americas Securities’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $359K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $158K | Sell |
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|
2024
Q4 | $429K | Buy |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $307K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $276K | Buy |
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|
2023
Q2 | $130K | Sell |
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|
2023
Q1 | $187K | Buy |
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|
2022
Q4 | $188K | Sell |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $181K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $120K | Sell |
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|
2021
Q3 | $445K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $129K | Sell |
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|
2020
Q4 | $145K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $151K | Buy |
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|
2020
Q1 | $86K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $699K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $264K | Buy |
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