A detailed history of Ci Private Wealth, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Ci Private Wealth, LLC holds 14,104 shares of HTBK stock, worth $150,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,104
Previous 13,263 6.34%
Holding current value
$150,207
Previous $115,000 20.87%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$8.22 - $10.71 $6,913 - $9,007
841 Added 6.34%
14,104 $139,000
Q2 2024

Aug 13, 2024

SELL
$7.78 - $8.7 $1,011 - $1,131
-130 Reduced 0.97%
13,263 $115,000
Q1 2024

May 09, 2024

SELL
$8.02 - $9.85 $1,892 - $2,324
-236 Reduced 1.73%
13,393 $114,000
Q4 2023

Feb 09, 2024

BUY
$7.98 - $10.09 $17,276 - $21,844
2,165 Added 18.89%
13,629 $135,000
Q3 2023

Nov 03, 2023

SELL
$8.26 - $9.86 $4,130 - $4,930
-500 Reduced 4.18%
11,464 $97,000
Q2 2023

Aug 10, 2023

SELL
$6.84 - $8.94 $33,598 - $43,913
-4,912 Reduced 29.11%
11,964 $99,000
Q1 2023

May 15, 2023

BUY
$8.11 - $13.25 $43,072 - $70,370
5,311 Added 45.92%
16,876 $140,000
Q4 2022

Feb 15, 2023

BUY
$11.39 - $14.69 $131,725 - $169,889
11,565 New
11,565 $150,000

Others Institutions Holding HTBK

About HERITAGE COMMERCE CORP


  • Ticker HTBK
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 60,668,800
  • Market Cap $646M
  • Description
  • Heritage Commerce Corp operates as the bank holding company for Heritage Bank of Commerce that provides various commercial and personal banking services to residents and the business/professional community in California. Its deposit products for business banking and retail markets include interest and non-interest bearing demand, savings, and mo...
More about HTBK
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