VOYA Investment Management’s Heritage Commerce HTBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Buy |
19,626
+302
| +2% | +$3K | ﹤0.01% | 2335 |
|
|
2025
Q1 | $184K | Sell |
19,324
-2,176
| -10% | -$20.7K | ﹤0.01% | 2305 |
|
|
2024
Q4 | $202K | Sell |
21,500
-1,370
| -6% | -$12.9K | ﹤0.01% | 2389 |
|
|
2024
Q3 | $226K | Buy |
22,870
+173
| +0.8% | +$1.71K | ﹤0.01% | 2419 |
|
|
2024
Q2 | $197K | Buy |
22,697
+2,375
| +12% | +$20.7K | ﹤0.01% | 2480 |
|
|
2024
Q1 | $174K | Sell |
20,322
-5,606
| -22% | -$48.1K | ﹤0.01% | 2499 |
|
|
2023
Q4 | $257K | Sell |
25,928
-21,882
| -46% | -$217K | ﹤0.01% | 2433 |
|
|
2023
Q3 | $405K | Sell |
47,810
-787
| -2% | -$6.67K | ﹤0.01% | 2151 |
|
|
2023
Q2 | $402K | Buy |
48,597
+22,989
| +90% | +$190K | ﹤0.01% | 2205 |
|
|
2023
Q1 | $213K | Sell |
25,608
-446
| -2% | -$3.72K | ﹤0.01% | 2498 |
|
|
2022
Q4 | $339K | Hold |
26,054
| – | – | ﹤0.01% | 2254 |
|
|
2022
Q3 | $295K | Hold |
26,054
| – | – | ﹤0.01% | 2363 |
|
|
2022
Q2 | $279K | Hold |
26,054
| – | – | ﹤0.01% | 2217 |
|
|
2022
Q1 | $293K | Buy |
26,054
+965
| +4% | +$10.9K | ﹤0.01% | 2187 |
|
|
2021
Q4 | $300K | Buy |
25,089
+453
| +2% | +$5.42K | ﹤0.01% | 2299 |
|
|
2021
Q3 | $287K | Hold |
24,636
| – | – | ﹤0.01% | 2371 |
|
|
2021
Q2 | $274K | Sell |
24,636
-2,182
| -8% | -$24.3K | ﹤0.01% | 2416 |
|
|
2021
Q1 | $328K | Buy |
26,818
+367
| +1% | +$4.49K | ﹤0.01% | 2274 |
|
|
2020
Q4 | $234K | Buy |
26,451
+5,824
| +28% | +$51.5K | ﹤0.01% | 2341 |
|
|
2020
Q3 | $137K | Hold |
20,627
| – | – | ﹤0.01% | 2272 |
|
|
2020
Q2 | $155K | Sell |
20,627
-4,500
| -18% | -$33.8K | ﹤0.01% | 2241 |
|
|
2020
Q1 | $193K | Buy |
25,127
+1,627
| +7% | +$12.5K | ﹤0.01% | 2137 |
|
|
2019
Q4 | $302K | Buy |
23,500
+4,804
| +26% | +$61.7K | ﹤0.01% | 2174 |
|
|
2019
Q3 | $220K | Hold |
18,696
| – | – | ﹤0.01% | 2209 |
|
|
2019
Q2 | $229K | Hold |
18,696
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q1 | $226K | Hold |
18,696
| – | – | ﹤0.01% | 2210 |
|
|
2018
Q4 | $212K | Buy |
18,696
+2,608
| +16% | +$29.6K | ﹤0.01% | 2199 |
|
|
2018
Q3 | $240K | Hold |
16,088
| – | – | ﹤0.01% | 2253 |
|
|
2018
Q2 | $273K | Buy |
16,088
+2,384
| +17% | +$40.5K | ﹤0.01% | 2200 |
|
|
2018
Q1 | $226K | Hold |
13,704
| – | – | ﹤0.01% | 2257 |
|
|
2017
Q4 | $210K | Hold |
13,704
| – | – | ﹤0.01% | 2321 |
|
|
2017
Q3 | $195K | Hold |
13,704
| – | – | ﹤0.01% | 2392 |
|
|
2017
Q2 | $189K | Buy |
+13,704
| New | +$189K | ﹤0.01% | 2428 |
|