Susquehanna Fundamental Investments’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 | $441K | Sell |
44,404
-7,918
| -15% | -$78.6K | 0.01% | 571 |
|
|
2025
Q1 | $498K | Buy |
52,322
+1,300
| +3% | +$12.4K | 0.01% | 841 |
|
|
2024
Q4 | $479K | Buy |
+51,022
| New | +$479K | 0.01% | 862 |
|
|
2024
Q2 | $114K | Buy |
+13,118
| New | +$114K | ﹤0.01% | 888 |
|
|
2022
Q4 | – | Sell |
-10,106
| Closed | -$115K | – | 1326 |
|
|
2022
Q3 | $115K | Buy |
+10,106
| New | +$115K | ﹤0.01% | 1316 |
|