SignatureFD’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 | $49.6K | Sell |
4,995
-776
| -13% | -$7.71K | ﹤0.01% | 1580 |
|
|
2025
Q1 | $54.9K | Buy |
5,771
+564
| +11% | +$5.37K | ﹤0.01% | 1507 |
|
|
2024
Q4 | $48.8K | Hold |
5,207
| – | – | ﹤0.01% | 1592 |
|
|
2024
Q3 | $51.4K | Hold |
5,207
| – | – | ﹤0.01% | 1550 |
|
|
2024
Q2 | $45.3K | Sell |
5,207
-172
| -3% | -$1.5K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $46.2K | Sell |
5,379
-166
| -3% | -$1.42K | ﹤0.01% | 1596 |
|
|
2023
Q4 | $55K | Buy |
5,545
+101
| +2% | +$1K | ﹤0.01% | 1406 |
|
|
2023
Q3 | $46.1K | Buy |
5,444
+304
| +6% | +$2.58K | ﹤0.01% | 1426 |
|
|
2023
Q2 | $42.6K | Buy |
5,140
+3,786
| +280% | +$31.3K | ﹤0.01% | 1520 |
|
|
2023
Q1 | $11.3K | Sell |
1,354
-539
| -28% | -$4.49K | ﹤0.01% | 2154 |
|
|
2022
Q4 | $24.6K | Buy |
1,893
+254
| +15% | +$3.3K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $19K | Buy |
1,639
+146
| +10% | +$1.69K | ﹤0.01% | 1753 |
|
|
2022
Q2 | $16K | Buy |
1,493
+16
| +1% | +$171 | ﹤0.01% | 1884 |
|
|
2022
Q1 | $17K | Sell |
1,477
-67
| -4% | -$771 | ﹤0.01% | 1917 |
|
|
2021
Q4 | $18K | Buy |
1,544
+31
| +2% | +$361 | ﹤0.01% | 1826 |
|
|
2021
Q3 | $18K | Buy |
1,513
+93
| +7% | +$1.11K | ﹤0.01% | 1801 |
|
|
2021
Q2 | $16K | Hold |
1,420
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q1 | $17K | Hold |
1,420
| – | – | ﹤0.01% | 1623 |
|
|
2020
Q4 | $13K | Hold |
1,420
| – | – | ﹤0.01% | 1600 |
|
|
2020
Q3 | $9K | Buy |
1,420
+1,100
| +344% | +$6.97K | ﹤0.01% | 1662 |
|
|
2020
Q2 | $2K | Sell |
320
-29
| -8% | -$181 | ﹤0.01% | 2118 |
|
|
2020
Q1 | $3K | Buy |
+349
| New | +$3K | ﹤0.01% | 1818 |
|
|
2019
Q4 | – | Sell |
-168
| Closed | -$2K | – | 2206 |
|
|
2019
Q3 | $2K | Buy |
+168
| New | +$2K | ﹤0.01% | 1810 |
|