Concourse Financial Group Securities’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 |
-21
| Closed | -$1.4K | – | 10296 |
|
2024
Q4 | $1.4K | Hold |
21
| – | – | ﹤0.01% | 2056 |
|
2024
Q3 | $1.19K | Sell |
21
-40
| -66% | -$2.27K | ﹤0.01% | 2042 |
|
2024
Q2 | $2.71K | Sell |
61
-28
| -31% | -$1.24K | ﹤0.01% | 1988 |
|
2024
Q1 | $3.13K | Hold |
89
| – | – | ﹤0.01% | 1977 |
|
2023
Q4 | $3.35K | Hold |
89
| – | – | ﹤0.01% | 1934 |
|
2023
Q3 | $2.62K | Hold |
89
| – | – | ﹤0.01% | 1950 |
|
2023
Q2 | $2.48K | Sell |
89
-171
| -66% | -$4.77K | ﹤0.01% | 1977 |
|
2023
Q1 | $9.97K | Buy |
260
+37
| +17% | +$1.42K | ﹤0.01% | 1664 |
|
2022
Q4 | $10.4K | Hold |
223
| – | – | ﹤0.01% | 1635 |
|
2022
Q3 | $10K | Buy |
223
+19
| +9% | +$852 | ﹤0.01% | 1494 |
|
2022
Q2 | $8K | Buy |
204
+17
| +9% | +$667 | ﹤0.01% | 1747 |
|
2022
Q1 | $9K | Buy |
187
+34
| +22% | +$1.64K | ﹤0.01% | 1731 |
|
2021
Q4 | $8K | Hold |
153
| – | – | ﹤0.01% | 1938 |
|
2021
Q3 | $7K | Hold |
153
| – | – | ﹤0.01% | 1999 |
|
2021
Q2 | $7K | Buy |
153
+13
| +9% | +$595 | ﹤0.01% | 1982 |
|
2021
Q1 | $7K | Buy |
140
+20
| +17% | +$1K | ﹤0.01% | 1895 |
|
2020
Q4 | $5K | Buy |
120
+42
| +54% | +$1.75K | ﹤0.01% | 1942 |
|
2020
Q3 | $2K | Hold |
78
| – | – | ﹤0.01% | 2033 |
|
2020
Q2 | $3K | Buy |
78
+5
| +7% | +$192 | ﹤0.01% | 1857 |
|
2020
Q1 | $2K | Buy |
73
+15
| +26% | +$411 | ﹤0.01% | 1949 |
|
2019
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 1822 |
|
2019
Q3 | $3K | Buy |
58
+20
| +53% | +$1.03K | ﹤0.01% | 1482 |
|
2019
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 2047 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 5811 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 5723 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 5571 |
|