Arax Advisory Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-427
| Closed | -$26.2K | – | 3118 |
|
|
2024
Q4 | $26.2K | Hold |
427
| – | – | ﹤0.01% | 1109 |
|
|
2024
Q3 | $24.2K | Hold |
427
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $19K | Buy |
+427
| New | +$17.3K | ﹤0.01% | 984 |
|
|
2023
Q4 | – | Sell |
-247
| Closed | -$7.27K | – | 1447 |
|
|
2023
Q3 | $7.27K | Hold |
247
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $6.88K | Hold |
247
| – | – | ﹤0.01% | 789 |
|
|
2023
Q1 | $9.47K | Hold |
247
| – | – | ﹤0.01% | 700 |
|
|
2022
Q4 | $11.5K | Hold |
247
| – | – | ﹤0.01% | 633 |
|
|
2022
Q3 | $11K | Hold |
247
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $10K | Hold |
247
| – | – | ﹤0.01% | 660 |
|
|
2022
Q1 | $12K | Hold |
247
| – | – | ﹤0.01% | 637 |
|
|
2021
Q4 | $13K | Hold |
247
| – | – | ﹤0.01% | 625 |
|
|
2021
Q3 | $12K | Hold |
247
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $12K | Buy |
+247
| New | +$12.3K | ﹤0.01% | 640 |
|
|
2020
Q4 | $10K | Hold |
247
| – | – | ﹤0.01% | 575 |
|
|
2020
Q3 | $7K | Hold |
247
| – | – | ﹤0.01% | 588 |
|
|
2020
Q2 | $8K | Hold |
247
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $7K | Buy |
+247
| New | +$10.8K | ﹤0.01% | 560 |
|