Creative Planning’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.77M | Buy |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $492K | Sell |
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|
2023
Q3 | $419K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $590K | Buy |
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $334K | Sell |
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|
2021
Q4 | $391K | Sell |
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|
2021
Q3 | $930K | Buy |
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|
2021
Q2 | $909K | Buy |
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|
2021
Q1 | $581K | Sell |
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|
2020
Q4 | $863K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Sell |
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|
2019
Q3 | $299K | Buy |
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|
2019
Q2 | $208K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $24K | Hold |
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|
2017
Q1 | $25K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $18K | Sell |
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|
2016
Q2 | $277K | Buy |
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|
2016
Q1 | $46K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9K | Buy |
|