IHT 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 |
-14,266
| Closed | -$875K | – | 1164 |
|
|
2024
Q4 | $875K | Buy |
+14,266
| New | +$875K | 0.03% | 497 |
|
|
2018
Q2 | – | Sell |
-53
| Closed | -$3K | – | 1422 |
|
|
2018
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 1459 |
|
|
2017
Q4 | $3K | Buy |
53
+1
| +2% | +$57 | ﹤0.01% | 1449 |
|
|
2017
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q2 | $11 | Hold |
52
| – | – | 0.01% | 959 |
|
|
2017
Q1 | $3K | Hold |
52
| – | – | ﹤0.01% | 1046 |
|
|
2016
Q4 | $2K | Buy |
+52
| New | +$2K | ﹤0.01% | 1063 |
|