JCIA
HTLF
Jackson Creek Investment Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-26,988
| Closed | -$1.02M | – | 381 |
|
2023
Q4 | $1.02M | Buy |
+26,988
| New | +$1.02M | 0.39% | 106 |
|
2023
Q2 | – | Sell |
-20,510
| Closed | -$787K | – | 372 |
|
2023
Q1 | $787K | Sell |
20,510
-6
| -0% | -$230 | 0.33% | 170 |
|
2022
Q4 | $956K | Sell |
20,516
-313
| -2% | -$14.6K | 0.42% | 63 |
|
2022
Q3 | $903K | Buy |
+20,829
| New | +$903K | 0.42% | 75 |
|
2021
Q4 | – | Sell |
-20,334
| Closed | -$978K | – | 364 |
|
2021
Q3 | $978K | Buy |
20,334
+432
| +2% | +$20.8K | 0.36% | 155 |
|
2021
Q2 | $935K | Sell |
19,902
-2,012
| -9% | -$94.5K | 0.35% | 162 |
|
2021
Q1 | $1.1M | Buy |
+21,914
| New | +$1.1M | 0.38% | 123 |
|