Stifel Financial’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 | $155K | Buy |
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|
2025
Q2 | $123K | Sell |
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|
2025
Q1 | $134K | Buy |
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|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $109K | Sell |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $237K | Buy |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $156K | Hold |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $73K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.23M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $537K | Buy |
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|
2017
Q3 | $421K | Sell |
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|
2017
Q2 | $412K | Sell |
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|
2017
Q1 | $447K | Buy |
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|
2016
Q4 | $383K | Sell |
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|
2016
Q3 | $334K | Buy |
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|
2016
Q2 | $308K | Buy |
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|
2016
Q1 | $178K | Hold |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $495K | Sell |
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|
2015
Q2 | $451K | Hold |
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|
2015
Q1 | $429K | Sell |
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|
2014
Q4 | $437K | Sell |
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|
2014
Q3 | $589K | Buy |
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|
2014
Q2 | $467K | Buy |
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|
2014
Q1 | $344K | Buy |
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