A detailed history of Allworth Financial LP transactions in Heritage Commerce Corp stock. As of the latest transaction made, Allworth Financial LP holds 531 shares of HTBK stock, worth $5,501. This represents 0.0% of its overall portfolio holdings.

Number of Shares
531
Previous 357 48.74%
Holding current value
$5,501
Previous $3,000 66.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$8.22 - $10.71 $1,430 - $1,863
174 Added 48.74%
531 $5,000
Q2 2024

Jul 23, 2024

BUY
$7.78 - $8.7 $186 - $208
24 Added 7.21%
357 $3,000
Q1 2024

Apr 25, 2024

BUY
$8.02 - $9.85 $16 - $19
2 Added 0.6%
333 $2,000
Q4 2023

Jan 24, 2024

SELL
$7.98 - $10.09 $119 - $151
-15 Reduced 4.34%
331 $3,000
Q3 2023

Oct 31, 2023

SELL
$8.26 - $9.86 $1,272 - $1,518
-154 Reduced 30.8%
346 $2,000
Q2 2023

Jul 18, 2023

BUY
$6.84 - $8.94 $3,420 - $4,470
500 New
500 $4,000
Q4 2022

Jan 13, 2023

BUY
$11.39 - $14.69 $842 - $1,087
74 Added 60.66%
196 $0
Q3 2022

Oct 18, 2022

BUY
$10.61 - $12.37 $1,294 - $1,509
122 New
122 $1,000
Q1 2022

Apr 22, 2022

SELL
$11.25 - $12.73 $315 - $356
-28 Closed
0 $0
Q4 2021

Jan 21, 2022

BUY
$10.78 - $12.34 $301 - $345
28 New
28 $0

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 $629M
  • 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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