Tower Research Capital (TRC)’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 | $107K | Buy |
10,749
+3,604
| +50% | +$35.8K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $68K | Sell |
7,145
-7,326
| -51% | -$69.7K | ﹤0.01% | 2006 |
|
|
2024
Q4 | $136K | Buy |
14,471
+3,682
| +34% | +$34.5K | ﹤0.01% | 1975 |
|
|
2024
Q3 | $107K | Sell |
10,789
-9,320
| -46% | -$92.1K | ﹤0.01% | 2179 |
|
|
2024
Q2 | $175K | Buy |
20,109
+17,844
| +788% | +$155K | ﹤0.01% | 2180 |
|
|
2024
Q1 | $19.4K | Sell |
2,265
-15,046
| -87% | -$129K | ﹤0.01% | 3022 |
|
|
2023
Q4 | $172K | Buy |
17,311
+1,594
| +10% | +$15.8K | ﹤0.01% | 2224 |
|
|
2023
Q3 | $133K | Buy |
15,717
+14,097
| +870% | +$119K | ﹤0.01% | 1752 |
|
|
2023
Q2 | $13.4K | Sell |
1,620
-739
| -31% | -$6.12K | ﹤0.01% | 3751 |
|
|
2023
Q1 | $20K | Buy |
2,359
+1,560
| +195% | +$13.2K | ﹤0.01% | 3423 |
|
|
2022
Q4 | $10K | Sell |
799
-15,277
| -95% | -$191K | ﹤0.01% | 4012 |
|
|
2022
Q3 | $182K | Buy |
16,076
+14,624
| +1,007% | +$166K | ﹤0.01% | 2028 |
|
|
2022
Q2 | $16K | Sell |
1,452
-2,777
| -66% | -$30.6K | ﹤0.01% | 4010 |
|
|
2022
Q1 | $47K | Buy |
4,229
+3,353
| +383% | +$37.3K | ﹤0.01% | 2779 |
|
|
2021
Q4 | $10K | Sell |
876
-1,414
| -62% | -$16.1K | ﹤0.01% | 4567 |
|
|
2021
Q3 | $27K | Sell |
2,290
-604
| -21% | -$7.12K | ﹤0.01% | 3455 |
|
|
2021
Q2 | $32K | Sell |
2,894
-1,477
| -34% | -$16.3K | ﹤0.01% | 3421 |
|
|
2021
Q1 | $53K | Sell |
4,371
-13,994
| -76% | -$170K | ﹤0.01% | 3072 |
|
|
2020
Q4 | $163K | Sell |
18,365
-6,393
| -26% | -$56.7K | 0.01% | 1886 |
|
|
2020
Q3 | $165K | Buy |
24,758
+17,286
| +231% | +$115K | ﹤0.01% | 2745 |
|
|
2020
Q2 | $56K | Buy |
+7,472
| New | +$56K | ﹤0.01% | 2962 |
|
|
2019
Q4 | – | Sell |
-31
| Closed | – | – | 3879 |
|
|
2019
Q3 | $0 | Sell |
31
-1,832
| -98% | – | ﹤0.01% | 4275 |
|
|
2019
Q2 | $23K | Buy |
+1,863
| New | +$23K | ﹤0.01% | 2086 |
|
|
2019
Q1 | – | Sell |
-276
| Closed | -$3K | – | 3999 |
|
|
2018
Q4 | $3K | Buy |
+276
| New | +$3K | ﹤0.01% | 3189 |
|
|
2018
Q2 | – | Sell |
-1,948
| Closed | -$32K | – | 3834 |
|
|
2018
Q1 | $32K | Buy |
1,948
+1,718
| +747% | +$28.2K | ﹤0.01% | 1931 |
|
|
2017
Q4 | $4K | Sell |
230
-4,382
| -95% | -$76.2K | ﹤0.01% | 2990 |
|
|
2017
Q3 | $65K | Buy |
+4,612
| New | +$65K | 0.01% | 1744 |
|
|
2017
Q2 | – | Sell |
-543
| Closed | -$8K | – | 3068 |
|
|
2017
Q1 | $8K | Sell |
543
-185
| -25% | -$2.73K | ﹤0.01% | 1914 |
|
|
2016
Q4 | $10K | Buy |
728
+389
| +115% | +$5.34K | ﹤0.01% | 2645 |
|
|
2016
Q3 | $3K | Sell |
339
-317
| -48% | -$2.81K | ﹤0.01% | 2850 |
|
|
2016
Q2 | $7K | Buy |
+656
| New | +$7K | ﹤0.01% | 3140 |
|
|
2016
Q1 | – | Sell |
-936
| Closed | -$11K | – | 4481 |
|
|
2015
Q4 | $11K | Sell |
936
-17,930
| -95% | -$211K | ﹤0.01% | 2009 |
|
|
2015
Q3 | $214K | Buy |
18,866
+16,960
| +890% | +$192K | 0.02% | 272 |
|
|
2015
Q2 | $19K | Buy |
+1,906
| New | +$19K | ﹤0.01% | 2131 |
|
|
2015
Q1 | – | Sell |
-100
| Closed | -$1K | – | 4633 |
|
|
2014
Q4 | $1K | Sell |
100
-2,552
| -96% | -$25.5K | ﹤0.01% | 3651 |
|
|
2014
Q3 | $22K | Buy |
2,652
+2,452
| +1,226% | +$20.3K | ﹤0.01% | 2226 |
|
|
2014
Q2 | $2K | Sell |
200
-3,130
| -94% | -$31.3K | ﹤0.01% | 3399 |
|
|
2014
Q1 | $27K | Buy |
+3,330
| New | +$27K | ﹤0.01% | 1599 |
|
|
2013
Q4 | – | Sell |
-201
| Closed | -$2K | – | 4667 |
|
|
2013
Q3 | $2K | Sell |
201
-1,712
| -89% | -$17K | ﹤0.01% | 4108 |
|
|
2013
Q2 | $13K | Buy |
+1,913
| New | +$13K | ﹤0.01% | 2120 |
|