Siena Capital Partners’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
Q1 | – | Hold |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.95M | Hold |
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|
2024
Q2 | $3.48M | Hold |
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|
2024
Q1 | $3.43M | Hold |
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|
2023
Q4 | $3.97M | Hold |
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|
2023
Q3 | $3.31M | Hold |
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|
2023
Q2 | $3.31M | Buy |
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|
2023
Q1 | – | Hold |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.76M | Hold |
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|
2022
Q2 | $3.54M | Hold |
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|
2022
Q1 | $3.73M | Hold |
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|
2021
Q4 | $3.96M | Hold |
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|
2021
Q3 | $3.85M | Hold |
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|
2021
Q2 | $3.69M | Hold |
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|
2021
Q1 | $4.05M | Hold |
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|
2020
Q4 | $2.94M | Hold |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $2.11M | Sell |
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|
2020
Q1 | $2.58M | Hold |
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|
2019
Q4 | $4.32M | Buy |
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|
2019
Q3 | $2.42M | Buy |
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|
2019
Q2 | $613K | Buy |
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|
2019
Q1 | $363K | Buy |
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