CWC
HTLF
Carolinas Wealth Consulting’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 |
-51
| Closed | -$3.13K | – | 1108 |
|
|
2024
Q4 | $3.13K | Sell |
51
-5
| -9% | -$307 | ﹤0.01% | 728 |
|
|
2024
Q3 | $3.18K | Sell |
56
-1
| -2% | -$57 | ﹤0.01% | 732 |
|
|
2024
Q2 | $2.53K | Sell |
57
-8
| -12% | -$356 | ﹤0.01% | 755 |
|
|
2024
Q1 | $2.29K | Hold |
65
| – | – | ﹤0.01% | 774 |
|
|
2023
Q4 | $2.45K | Sell |
65
-5
| -7% | -$188 | ﹤0.01% | 718 |
|
|
2023
Q3 | $1.92K | Hold |
70
| – | – | ﹤0.01% | 753 |
|
|
2023
Q2 | $1.95K | Sell |
70
-13
| -16% | -$362 | ﹤0.01% | 814 |
|
|
2023
Q1 | $3.18K | Buy |
83
+15
| +22% | +$575 | ﹤0.01% | 758 |
|
|
2022
Q4 | $3.17K | Sell |
68
-2
| -3% | -$93 | ﹤0.01% | 760 |
|
|
2022
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 744 |
|
|
2022
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 742 |
|
|
2022
Q1 | $3K | Hold |
70
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $4K | Sell |
70
-1
| -1% | -$57 | ﹤0.01% | 751 |
|
|
2021
Q3 | $3K | Hold |
71
| – | – | ﹤0.01% | 764 |
|
|
2021
Q2 | $3K | Buy |
71
+26
| +58% | +$1.1K | ﹤0.01% | 783 |
|
|
2021
Q1 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 840 |
|
|
2020
Q4 | $2K | Sell |
44
-8
| -15% | -$364 | ﹤0.01% | 766 |
|
|
2020
Q3 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 762 |
|