A detailed history of Lido Advisors, LLC transactions in Heritage Commerce Corp stock. As of the latest transaction made, Lido Advisors, LLC holds 118,397 shares of HTBK stock, worth $1.22 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
118,397
Previous 121,897 2.87%
Holding current value
$1.22 Million
Previous $1.06 Million 10.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$8.22 - $10.71 $28,770 - $37,485
-3,500 Reduced 2.87%
118,397 $1.17 Million
Q1 2024

May 15, 2024

SELL
$8.02 - $9.85 $16,208 - $19,906
-2,021 Reduced 1.63%
121,897 $1.05 Million
Q4 2023

Feb 14, 2024

BUY
$7.98 - $10.09 $34,513 - $43,639
4,325 Added 3.62%
123,918 $1.23 Million
Q3 2023

Nov 14, 2023

BUY
$8.26 - $9.86 $461,362 - $550,730
55,855 Added 87.63%
119,593 $1.01 Million
Q2 2023

Aug 09, 2023

BUY
$6.84 - $8.94 $6,840 - $8,940
1,000 Added 1.59%
63,738 $527,000
Q1 2023

May 15, 2023

SELL
$8.11 - $13.25 $508,805 - $831,278
-62,738 Reduced 50.0%
62,738 $522,000
Q4 2022

Feb 14, 2023

BUY
$11.39 - $14.69 $437,148 - $563,802
38,380 Added 44.07%
125,476 $1.63 Million
Q3 2022

Nov 14, 2022

BUY
$10.61 - $12.37 $924,088 - $1.08 Million
87,096 New
87,096 $987,000

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 $627M
  • 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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