Truist Financial’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-23,879
| Closed | -$199K | – | 2595 |
|
|
2023
Q1 | $199K | Sell |
23,879
-2,905
| -11% | -$24.2K | ﹤0.01% | 2420 |
|
|
2022
Q4 | $348K | Sell |
26,784
-916
| -3% | -$11.9K | ﹤0.01% | 2173 |
|
|
2022
Q3 | $314K | Sell |
27,700
-928
| -3% | -$10.5K | ﹤0.01% | 2051 |
|
|
2022
Q2 | $306K | Buy |
28,628
+457
| +2% | +$4.89K | ﹤0.01% | 2193 |
|
|
2022
Q1 | $317K | Buy |
28,171
+1,481
| +6% | +$16.7K | ﹤0.01% | 2272 |
|
|
2021
Q4 | $320K | Buy |
26,690
+12,391
| +87% | +$149K | ﹤0.01% | 2288 |
|
|
2021
Q3 | $166K | Buy |
14,299
+1,311
| +10% | +$15.2K | ﹤0.01% | 2560 |
|
|
2021
Q2 | $145K | Buy |
+12,988
| New | +$145K | ﹤0.01% | 2601 |
|