Captrust Financial Advisors Heritage Commerce Corp Transaction History

Captrust Financial Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 23, 2022	SELL	$10.66 - $11.82 $21,842 - $24,219	-2,049 Reduced 56.98%	1,547 $17,000
Q2 2022 Aug 16, 2022	BUY	$10.66 - $11.82 $21,842 - $24,219	2,049 Added 132.45%	3,596 $38,000
Q1 2022 May 16, 2022	BUY	$11.25 - $12.73 $4,140 - $4,684	368 Added 31.21%	1,547 $17,000
Q4 2021 Feb 14, 2022	SELL	$10.78 - $12.34 $1,131 - $1,295	-105 Reduced 8.18%	1,179 $14,000
Q3 2021 Nov 16, 2021	BUY	$10.66 - $11.76 $682 - $752	64 Added 5.25%	1,284 $15,000
Q2 2021 Aug 16, 2021	BUY	$10.98 - $12.45 $450 - $510	41 Added 3.48%	1,220 $14,000
Q1 2021 May 17, 2021	BUY	$8.69 - $12.22 $10,245 - $14,407	1,179 New	1,179 $14,000
Q2 2019 Aug 13, 2019	SELL	$11.8 - $12.84 $566 - $616	-48 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$11.57 - $14.43 $555 - $692	48 New	48 $1,000

173

47.8M

300

400

Ticker HTBK
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 60,668,800
Market Cap $612M
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...

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.