CAM
HTLF

Clarity Asset Management’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
-1,164
Closed -$71.4K 229
2024
Q4
$71.4K Sell
1,164
-207
-15% -$12.7K 0.05% 70
2024
Q3
$77.8K Buy
1,371
+7
+0.5% +$397 0.05% 63
2024
Q2
$60.6K Buy
1,364
+9
+0.7% +$400 0.04% 70
2024
Q1
$47.6K Buy
1,355
+12
+0.9% +$422 0.03% 84
2023
Q4
$50.5K Buy
+1,343
New +$50.5K 0.04% 80