Aquatic Capital Management’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,400
| Closed | -$136K | – | 1674 |
|
|
2024
Q3 | $136K | Buy |
+2,400
| New | +$136K | ﹤0.01% | 878 |
|
|
2024
Q2 | – | Sell |
-3,000
| Closed | -$105K | – | 1662 |
|
|
2024
Q1 | $105K | Sell |
3,000
-1,100
| -27% | -$38.7K | ﹤0.01% | 901 |
|
|
2023
Q4 | $154K | Buy |
4,100
+2,200
| +116% | +$82.6K | ﹤0.01% | 911 |
|
|
2023
Q3 | $56K | Sell |
1,900
-4,400
| -70% | -$130K | ﹤0.01% | 936 |
|
|
2023
Q2 | $176K | Buy |
+6,300
| New | +$176K | 0.01% | 704 |
|