Creative Planning’s Heartland Express HTLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $673K | Buy |
77,907
+57,080
| +274% | +$493K | ﹤0.01% | 2197 |
|
|
2025
Q1 | $192K | Buy |
20,827
+2,764
| +15% | +$25.5K | ﹤0.01% | 3078 |
|
|
2024
Q4 | $203K | Sell |
18,063
-6,685
| -27% | -$75K | ﹤0.01% | 2950 |
|
|
2024
Q3 | $304K | Sell |
24,748
-844
| -3% | -$10.4K | ﹤0.01% | 2510 |
|
|
2024
Q2 | $316K | Buy |
+25,592
| New | +$316K | ﹤0.01% | 2291 |
|
|
2017
Q3 | – | Sell |
-2,441
| Closed | -$51K | – | 2643 |
|
|
2017
Q2 | $51K | Sell |
2,441
-200
| -8% | -$4.18K | ﹤0.01% | 2478 |
|
|
2017
Q1 | $53K | Buy |
2,641
+618
| +31% | +$12.4K | ﹤0.01% | 2413 |
|
|
2016
Q4 | $41K | Hold |
2,023
| – | – | ﹤0.01% | 2532 |
|
|
2016
Q3 | $38K | Hold |
2,023
| – | – | ﹤0.01% | 2553 |
|
|
2016
Q2 | $35K | Buy |
2,023
+135
| +7% | +$2.34K | ﹤0.01% | 2374 |
|
|
2016
Q1 | $35K | Hold |
1,888
| – | – | ﹤0.01% | 2333 |
|
|
2015
Q4 | $32K | Buy |
1,888
+900
| +91% | +$15.3K | ﹤0.01% | 2450 |
|
|
2015
Q3 | $20K | Buy |
+988
| New | +$20K | ﹤0.01% | 2701 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$5K | – | 1847 |
|
|
2015
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 3469 |
|
|
2014
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 3421 |
|
|
2014
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 3230 |
|
|
2014
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 3216 |
|
|
2014
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 3011 |
|