D.A. Davidson & Co’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-89,444
| Closed | -$3.88M | – | 1354 |
|
|
2022
Q3 | $3.88M | Hold |
89,444
| – | – | 0.05% | 273 |
|
|
2022
Q2 | $3.72M | Buy |
+89,444
| New | +$3.72M | 0.05% | 289 |
|
|
2015
Q1 | – | Sell |
-1,500
| Closed | -$40K | – | 2177 |
|
|
2014
Q4 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1511 |
|
|
2014
Q3 | $35K | Hold |
1,500
| – | – | ﹤0.01% | 1539 |
|
|
2014
Q2 | $37K | Hold |
1,500
| – | – | ﹤0.01% | 1505 |
|
|
2014
Q1 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 1471 |
|
|
2013
Q4 | $43K | Hold |
1,500
| – | – | ﹤0.01% | 1369 |
|
|
2013
Q3 | $41K | Sell |
1,500
-500
| -25% | -$13.7K | ﹤0.01% | 1184 |
|
|
2013
Q2 | $54K | Buy |
+2,000
| New | +$54K | ﹤0.01% | 1081 |
|