Summit Securities Group’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	–	Sell	-1,067	Closed	-$10.2K	–	1089
2025 Q1	$10.2K	Buy	+1,067	New	+$10.2K	﹤0.01%	421
2024 Q1	–	Sell	-5,654	Closed	-$56K	–	508
2023 Q4	$56K	Buy	+5,654	New	+$56K	0.01%	220