Carson Wealth (CWM LLC)’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 |
-19,872
| Closed | -$1.22M | – | 5271 |
|
|
2024
Q4 | $1.22M | Buy |
19,872
+18,143
| +1,049% | +$1.11M | 0.01% | 978 |
|
|
2024
Q3 | $98K | Sell |
1,729
-45
| -3% | -$2.55K | ﹤0.01% | 2204 |
|
|
2024
Q2 | $79K | Buy |
1,774
+102
| +6% | +$4.54K | ﹤0.01% | 2149 |
|
|
2024
Q1 | $59K | Buy |
1,672
+497
| +42% | +$17.5K | ﹤0.01% | 2194 |
|
|
2023
Q4 | $44K | Buy |
1,175
+17
| +1% | +$637 | ﹤0.01% | 2261 |
|
|
2023
Q3 | $34K | Buy |
1,158
+279
| +32% | +$8.19K | ﹤0.01% | 2329 |
|
|
2023
Q2 | $24K | Buy |
879
+268
| +44% | +$7.32K | ﹤0.01% | 2525 |
|
|
2023
Q1 | $23K | Hold |
611
| – | – | ﹤0.01% | 2417 |
|
|
2022
Q4 | $28K | Hold |
611
| – | – | ﹤0.01% | 2135 |
|
|
2022
Q3 | $26K | Buy |
611
+61
| +11% | +$2.6K | ﹤0.01% | 2070 |
|
|
2022
Q2 | $23K | Sell |
550
-7
| -1% | -$293 | ﹤0.01% | 2039 |
|
|
2022
Q1 | $27K | Sell |
557
-1,401
| -72% | -$67.9K | ﹤0.01% | 1901 |
|
|
2021
Q4 | $99K | Buy |
+1,958
| New | +$99K | ﹤0.01% | 1297 |
|
|
2021
Q2 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2021
Q1 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q4 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q3 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q2 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2020
Q1 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q4 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q3 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q2 | $90K | Hold |
1,924
| – | – | ﹤0.01% | 1173 |
|
|
2019
Q1 | $90K | Buy |
1,924
+1,374
| +250% | +$64.3K | ﹤0.01% | 1173 |
|
|
2018
Q4 | $24K | Hold |
550
| – | – | ﹤0.01% | 1083 |
|
|
2018
Q3 | $32K | Hold |
550
| – | – | ﹤0.01% | 845 |
|
|
2018
Q2 | $30K | Buy |
+550
| New | +$30K | ﹤0.01% | 743 |
|
|
2018
Q1 | – | Sell |
-82
| Closed | -$4K | – | 1559 |
|
|
2017
Q4 | $4K | Hold |
82
| – | – | ﹤0.01% | 1165 |
|
|
2017
Q3 | $4K | Buy |
+82
| New | +$4K | ﹤0.01% | 1167 |
|