JFS Wealth 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 |
-22
| Closed | -$1.35K | – | 2011 |
|
|
2024
Q4 | $1.35K | Buy |
22
+4
| +22% | +$245 | ﹤0.01% | 1613 |
|
|
2024
Q3 | $1.02K | Buy |
18
+1
| +6% | +$57 | ﹤0.01% | 1692 |
|
|
2024
Q2 | $756 | Hold |
17
| – | – | ﹤0.01% | 1730 |
|
|
2024
Q1 | $598 | Hold |
17
| – | – | ﹤0.01% | 1755 |
|
|
2023
Q4 | $640 | Sell |
17
-2
| -11% | -$75 | ﹤0.01% | 1756 |
|
|
2023
Q3 | $560 | Buy |
19
+7
| +58% | +$206 | ﹤0.01% | 1726 |
|
|
2023
Q2 | $335 | Sell |
12
-11
| -48% | -$307 | ﹤0.01% | 1812 |
|
|
2023
Q1 | $883 | Sell |
23
-2
| -8% | -$77 | ﹤0.01% | 1613 |
|
|
2022
Q4 | $1.17K | Buy |
25
+2
| +9% | +$93 | ﹤0.01% | 1558 |
|
|
2022
Q3 | $1K | Buy |
23
+1
| +5% | +$43 | ﹤0.01% | 1694 |
|
|
2022
Q2 | $1K | Buy |
22
+9
| +69% | +$409 | ﹤0.01% | 1691 |
|
|
2022
Q1 | $1K | Buy |
13
+9
| +225% | +$692 | ﹤0.01% | 1771 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1914 |
|