SummerHaven Investment Management’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
$911K Buy
91,792
+1,590
+2% +$15.8K 0.6% 64
2025
Q1
$859K Buy
90,202
+1,484
+2% +$14.1K 0.6% 61
2024
Q4
$832K Hold
88,718
0.51% 86
2024
Q3
$877K Buy
+88,718
New +$877K 0.54% 73