Creative Planning’s Heartland Express HTLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
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|
2025
Q1 | $192K | Buy |
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|
2024
Q4 | $203K | Sell |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $316K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $51K | Sell |
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|
2017
Q1 | $53K | Buy |
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|
2016
Q4 | $41K | Hold |
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|
2016
Q3 | $38K | Hold |
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|
2016
Q2 | $35K | Buy |
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|
2016
Q1 | $35K | Hold |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q3 | $20K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $5K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $4K | Hold |
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|
2014
Q1 | $5K | Buy |
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