FWM
HTLF
Fortress Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-23,238
| Closed | -$1.42M | – | 79 |
|
|
2024
Q4 | $1.42M | Hold |
23,238
| – | – | 0.69% | 29 |
|
|
2024
Q3 | $1.32M | Sell |
23,238
-8
| -0% | -$454 | 0.66% | 32 |
|
|
2024
Q2 | $1.03M | Hold |
23,246
| – | – | 0.53% | 37 |
|
|
2024
Q1 | $817K | Hold |
23,246
| – | – | 0.42% | 42 |
|
|
2023
Q4 | $874K | Buy |
23,246
+8
| +0% | +$301 | 0.48% | 39 |
|
|
2023
Q3 | $684K | Hold |
23,238
| – | – | 0.44% | 36 |
|
|
2023
Q2 | $648K | Hold |
23,238
| – | – | 0.42% | 36 |
|
|
2023
Q1 | $891K | Hold |
23,238
| – | – | 0.62% | 34 |
|
|
2022
Q4 | $1.08M | Hold |
23,238
| – | – | 0.9% | 33 |
|
|
2022
Q3 | $1.01M | Hold |
23,238
| – | – | 1.02% | 29 |
|
|
2022
Q2 | $965K | Hold |
23,238
| – | – | 0.91% | 33 |
|
|
2022
Q1 | $1.11M | Hold |
23,238
| – | – | 0.85% | 28 |
|
|
2021
Q4 | $1.18M | Buy |
+23,238
| New | +$1.18M | 0.88% | 25 |
|