Allworth Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4
| Closed | -$265 | – | 4213 |
|
|
2024
Q4 | $265 | Hold |
4
| – | – | ﹤0.01% | 3734 |
|
|
2024
Q3 | $227 | Hold |
4
| – | – | ﹤0.01% | 3574 |
|
|
2024
Q2 | $204 | Hold |
4
| – | – | ﹤0.01% | 3547 |
|
|
2024
Q1 | $141 | Buy |
+4
| New | +$141 | ﹤0.01% | 3486 |
|
|
2023
Q4 | – | Sell |
-40
| Closed | -$1.18K | – | 3651 |
|
|
2023
Q3 | $1.18K | Buy |
+40
| New | +$1.18K | ﹤0.01% | 2786 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$140 | – | 3314 |
|
|
2022
Q4 | $140 | Hold |
3
| – | – | ﹤0.01% | 2874 |
|
|
2022
Q3 | $0 | Sell |
3
-290
| -99% | – | ﹤0.01% | 3178 |
|
|
2022
Q2 | $12K | Sell |
293
-121
| -29% | -$4.96K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $20K | Buy |
414
+406
| +5,075% | +$19.6K | ﹤0.01% | 1269 |
|
|
2021
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 2155 |
|