IFP Advisors’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 |
-1
| Closed | -$61 | – | 4762 |
|
|
2024
Q4 | $61 | Buy |
+1
| New | +$61 | ﹤0.01% | 4197 |
|
|
2022
Q4 | – | Sell |
-29
| Closed | -$2K | – | 4881 |
|
|
2022
Q3 | $2K | Hold |
29
| – | – | ﹤0.01% | 4439 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 4224 |
|
|
2022
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 4224 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3708 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3715 |
|
|
2016
Q4 | – | Sell |
-400
| Closed | -$14K | – | 4128 |
|
|
2016
Q3 | $14K | Hold |
400
| – | – | ﹤0.01% | 2623 |
|
|
2016
Q2 | $14K | Buy |
+400
| New | +$14K | ﹤0.01% | 2585 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$13K | – | 3531 |
|
|
2015
Q4 | $13K | Buy |
+400
| New | +$13K | ﹤0.01% | 2434 |
|