Integrated Investment Consultants’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,702
| Closed | -$533K | – | 334 |
|
|
2024
Q4 | $533K | Buy |
8,702
+170
| +2% | +$10.4K | 0.11% | 145 |
|
|
2024
Q3 | $484K | Sell |
8,532
-352
| -4% | -$20K | 0.11% | 142 |
|
|
2024
Q2 | $312K | Hold |
8,884
| – | – | 0.09% | 192 |
|
|
2024
Q1 | $312K | Sell |
8,884
-526
| -6% | -$18.5K | 0.09% | 192 |
|
|
2023
Q4 | $354K | Buy |
9,410
+114
| +1% | +$4.29K | 0.11% | 165 |
|
|
2023
Q3 | $274K | Buy |
9,296
+67
| +0.7% | +$1.97K | 0.1% | 177 |
|
|
2023
Q2 | $257K | Hold |
9,229
| – | – | 0.08% | 220 |
|
|
2023
Q1 | $354K | Buy |
9,229
+1,688
| +22% | +$64.8K | 0.11% | 166 |
|
|
2022
Q4 | $352K | Buy |
7,541
+35
| +0.5% | +$1.63K | 0.12% | 149 |
|
|
2022
Q3 | $325K | Hold |
7,506
| – | – | 0.13% | 134 |
|
|
2022
Q2 | $312K | Sell |
7,506
-183
| -2% | -$7.61K | 0.11% | 154 |
|
|
2022
Q1 | $368K | Buy |
7,689
+184
| +2% | +$8.81K | 0.1% | 185 |
|
|
2021
Q4 | $380K | Sell |
7,505
-9
| -0.1% | -$456 | 0.1% | 186 |
|
|
2021
Q3 | $361K | Buy |
7,514
+75
| +1% | +$3.6K | 0.11% | 183 |
|
|
2021
Q2 | $350K | Buy |
7,439
+2,864
| +63% | +$135K | 0.1% | 191 |
|
|
2021
Q1 | $230K | Buy |
+4,575
| New | +$230K | 0.08% | 226 |
|
|
2018
Q4 | – | Sell |
-3,767
| Closed | -$219K | – | 190 |
|
|
2018
Q3 | $219K | Buy |
+3,767
| New | +$219K | 0.11% | 156 |
|
|
2018
Q2 | – | Sell |
-2,546
| Closed | -$135K | – | 734 |
|
|
2018
Q1 | $135K | Buy |
+2,546
| New | +$135K | 0.05% | 259 |
|