APP
HTLF
Avantax Planning Partners’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 |
-6,739
| Closed | -$413K | – | 457 |
|
|
2024
Q4 | $413K | Buy |
6,739
+1,537
| +30% | +$94.2K | 0.01% | 283 |
|
|
2024
Q3 | $295K | Sell |
5,202
-2,226
| -30% | -$126K | 0.01% | 337 |
|
|
2024
Q2 | $330K | Buy |
7,428
+10
| +0.1% | +$444 | 0.01% | 345 |
|
|
2024
Q1 | $261K | Sell |
7,418
-23,361
| -76% | -$821K | 0.01% | 388 |
|
|
2023
Q4 | $1.16M | Sell |
30,779
-81,844
| -73% | -$3.08M | 0.04% | 163 |
|
|
2023
Q3 | $3.31M | Sell |
112,623
-25,096
| -18% | -$739K | 0.14% | 78 |
|
|
2023
Q2 | $3.84M | Buy |
137,719
+424
| +0.3% | +$11.8K | 0.15% | 72 |
|
|
2023
Q1 | $5.27M | Buy |
137,295
+7
| +0% | +$269 | 0.21% | 57 |
|
|
2022
Q4 | $6.4M | Sell |
137,288
-1,105
| -0.8% | -$51.5K | 0.25% | 50 |
|
|
2022
Q3 | $6M | Sell |
138,393
-28,079
| -17% | -$1.22M | 0.27% | 45 |
|
|
2022
Q2 | $6.92M | Buy |
166,472
+4
| +0% | +$166 | 0.3% | 40 |
|
|
2022
Q1 | $7.96M | Buy |
166,468
+6
| +0% | +$287 | 0.32% | 34 |
|
|
2021
Q4 | $8.43M | Buy |
166,462
+152
| +0.1% | +$7.69K | 0.35% | 27 |
|
|
2021
Q3 | $8M | Buy |
166,310
+3
| +0% | +$144 | 0.37% | 22 |
|
|
2021
Q2 | $7.82M | Buy |
166,307
+4
| +0% | +$188 | 0.37% | 22 |
|
|
2021
Q1 | $8.36M | Buy |
166,303
+5
| +0% | +$251 | 0.43% | 22 |
|
|
2020
Q4 | $6.71M | Buy |
166,298
+22,758
| +16% | +$919K | 0.35% | 23 |
|
|
2020
Q3 | $4.31M | Buy |
143,540
+8
| +0% | +$240 | 0.23% | 39 |
|
|
2020
Q2 | $4.8M | Sell |
143,532
-1,757
| -1% | -$58.8K | 0.27% | 33 |
|
|
2020
Q1 | $4.39M | Buy |
145,289
+21,328
| +17% | +$644K | 0.31% | 27 |
|
|
2019
Q4 | $6.17M | Sell |
123,961
-243
| -0.2% | -$12.1K | 0.36% | 17 |
|
|
2019
Q3 | $5.56M | Buy |
124,204
+8
| +0% | +$358 | 0.34% | 16 |
|
|
2019
Q2 | $5.51M | Sell |
124,196
-326
| -0.3% | -$14.5K | 0.36% | 19 |
|
|
2019
Q1 | $5.31M | Sell |
124,522
-1,344
| -1% | -$57.3K | 0.37% | 19 |
|
|
2018
Q4 | $5.53M | Buy |
125,866
+4
| +0% | +$176 | 0.42% | 24 |
|
|
2018
Q3 | $7.31M | Sell |
125,862
-93
| -0.1% | -$5.4K | 0.59% | 13 |
|
|
2018
Q2 | $6.91M | Sell |
125,955
-86
| -0.1% | -$4.72K | 0.62% | 11 |
|
|
2018
Q1 | $6.69M | Buy |
126,041
+2,305
| +2% | +$122K | 0.57% | 12 |
|
|
2017
Q4 | $6.64M | Buy |
123,736
+4
| +0% | +$215 | 0.61% | 12 |
|
|
2017
Q3 | $6.11M | Buy |
123,732
+13,632
| +12% | +$673K | 0.48% | 16 |
|
|
2017
Q2 | $5.19M | Buy |
110,100
+100,043
| +995% | +$4.71M | 0.44% | 20 |
|
|
2017
Q1 | $502K | Buy |
10,057
+5
| +0% | +$250 | 0.04% | 179 |
|
|
2016
Q4 | $483K | Buy |
+10,052
| New | +$483K | 0.05% | 166 |
|