Smartleaf Asset Management’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
1,203
-1,236
| -51% | -$12.1K | ﹤0.01% | 1769 |
|
|
2025
Q1 | $23.3K | Sell |
2,439
-77
| -3% | -$735 | ﹤0.01% | 1532 |
|
|
2024
Q4 | $23.6K | Buy |
2,516
+372
| +17% | +$3.49K | ﹤0.01% | 1551 |
|
|
2024
Q3 | $20.7K | Buy |
2,144
+1,478
| +222% | +$14.3K | ﹤0.01% | 1323 |
|
|
2024
Q2 | $5.47K | Buy |
+666
| New | +$5.47K | ﹤0.01% | 1754 |
|