Thurston Springer Miller Herd & Titak’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
$833 Hold
84
﹤0.01% 1520
2025
Q1
$799 Buy
84
+10
+14% +$95 ﹤0.01% 1543
2024
Q4
$694 Hold
74
﹤0.01% 1238
2024
Q3
$731 Hold
74
﹤0.01% 1449
2024
Q2
$643 Buy
+74
New +$643 ﹤0.01% 1440