Zurich Cantonal Bank’s Heritage Commerce HTBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Buy |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q3 | $218K | Hold |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $158K | Hold |
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|
2023
Q4 | $182K | Buy |
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|
2023
Q3 | $80.3K | Hold |
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|
2023
Q2 | $78.5K | Hold |
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|
2023
Q1 | $78.9K | Hold |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $101K | Hold |
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|
2022
Q1 | $107K | Hold |
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|
2021
Q4 | $113K | Hold |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $105K | Hold |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $84K | Hold |
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|
2020
Q3 | $63K | Hold |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $42K | Buy |
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|
2019
Q4 | $38K | Hold |
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|
2019
Q3 | $34K | Hold |
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|
2019
Q2 | $36K | Hold |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $46K | Hold |
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|
2018
Q3 | $60K | Hold |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $67K | Hold |
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|
2017
Q4 | $62K | Buy |
|