Covestor’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 |
-3
| Closed | – | – | 2870 |
|
|
2024
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2867 |
|
|
2024
Q3 | $0 | Sell |
3
-1
| -25% | – | ﹤0.01% | 2893 |
|
|
2024
Q2 | $0 | Sell |
4
-1,074
| -100% | – | ﹤0.01% | 2873 |
|
|
2024
Q1 | $38K | Sell |
1,078
-1,662
| -61% | -$58.6K | 0.02% | 988 |
|
|
2023
Q4 | $103K | Sell |
2,740
-229
| -8% | -$8.61K | 0.07% | 479 |
|
|
2023
Q3 | $87K | Buy |
2,969
+1,318
| +80% | +$38.6K | 0.07% | 499 |
|
|
2023
Q2 | $46K | Buy |
1,651
+899
| +120% | +$25K | 0.04% | 821 |
|
|
2023
Q1 | $29K | Buy |
752
+1
| +0.1% | +$39 | 0.03% | 901 |
|
|
2022
Q4 | $35K | Buy |
751
+686
| +1,055% | +$32K | 0.03% | 867 |
|
|
2022
Q3 | $3K | Sell |
65
-41
| -39% | -$1.89K | ﹤0.01% | 1662 |
|
|
2022
Q2 | $4K | Buy |
106
+12
| +13% | +$453 | ﹤0.01% | 1492 |
|
|
2022
Q1 | $4K | Buy |
94
+7
| +8% | +$298 | ﹤0.01% | 1570 |
|
|
2021
Q4 | $4K | Buy |
+87
| New | +$4K | 0.01% | 1436 |
|