Advisornet Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,101
| Closed | -$67.5K | – | 2237 |
|
|
2024
Q4 | $67.5K | Hold |
1,101
| – | – | 0.01% | 786 |
|
|
2024
Q3 | $62.4K | Hold |
1,101
| – | – | ﹤0.01% | 835 |
|
|
2024
Q2 | $48.9K | Hold |
1,101
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $38.7K | Hold |
1,101
| – | – | ﹤0.01% | 879 |
|
|
2023
Q4 | $41.4K | Hold |
1,101
| – | – | ﹤0.01% | 859 |
|
|
2023
Q3 | $32.4K | Sell |
1,101
-200
| -15% | -$5.89K | ﹤0.01% | 898 |
|
|
2023
Q2 | $36.3K | Buy |
1,301
+200
| +18% | +$5.57K | ﹤0.01% | 905 |
|
|
2023
Q1 | $42.2K | Hold |
1,101
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $51.3K | Hold |
1,101
| – | – | 0.01% | 786 |
|
|
2022
Q3 | $48K | Hold |
1,101
| – | – | ﹤0.01% | 857 |
|
|
2022
Q2 | $46K | Hold |
1,101
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $53K | Hold |
1,101
| – | – | ﹤0.01% | 940 |
|
|
2021
Q4 | $56K | Hold |
1,101
| – | – | ﹤0.01% | 968 |
|
|
2021
Q3 | $53K | Hold |
1,101
| – | – | ﹤0.01% | 985 |
|
|
2021
Q2 | $52K | Hold |
1,101
| – | – | ﹤0.01% | 964 |
|
|
2021
Q1 | $55K | Hold |
1,101
| – | – | ﹤0.01% | 909 |
|
|
2020
Q4 | $44K | Sell |
1,101
-4,568
| -81% | -$183K | ﹤0.01% | 901 |
|
|
2020
Q3 | $170K | Hold |
5,669
| – | – | 0.01% | 523 |
|
|
2020
Q2 | $190K | Sell |
5,669
-2,408
| -30% | -$80.7K | 0.02% | 503 |
|
|
2020
Q1 | $244K | Buy |
8,077
+6,976
| +634% | +$211K | 0.02% | 430 |
|
|
2019
Q4 | $55K | Sell |
1,101
-5,875
| -84% | -$293K | ﹤0.01% | 865 |
|
|
2019
Q3 | $312K | Buy |
+6,976
| New | +$312K | 0.03% | 413 |
|