Fortress Wealth Management’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 | $1.42M | Hold |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $817K | Hold |
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|
2023
Q4 | $874K | Buy |
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|
2023
Q3 | $684K | Hold |
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|
2023
Q2 | $648K | Hold |
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|
2023
Q1 | $891K | Hold |
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|
2022
Q4 | $1.08M | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $965K | Hold |
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|
2022
Q1 | $1.11M | Hold |
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|
2021
Q4 | $1.18M | Buy |
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