JFA
HTLF
JNBA Financial 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 |
-3,351
| Closed | -$205K | – | 689 |
|
|
2024
Q4 | $205K | Hold |
3,351
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $190K | Sell |
3,351
-3,000
| -47% | -$170K | 0.02% | 188 |
|
|
2024
Q2 | $282K | Hold |
6,351
| – | – | 0.03% | 165 |
|
|
2024
Q1 | $223K | Hold |
6,351
| – | – | 0.02% | 182 |
|
|
2023
Q4 | $239K | Hold |
6,351
| – | – | 0.03% | 183 |
|
|
2023
Q3 | $187K | Hold |
6,351
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $177K | Hold |
6,351
| – | – | 0.02% | 198 |
|
|
2023
Q1 | $244K | Hold |
6,351
| – | – | 0.03% | 179 |
|
|
2022
Q4 | $296K | Hold |
6,351
| – | – | 0.04% | 159 |
|
|
2022
Q3 | $275K | Hold |
6,351
| – | – | 0.04% | 163 |
|
|
2022
Q2 | $264K | Hold |
6,351
| – | – | 0.04% | 162 |
|
|
2022
Q1 | $304K | Hold |
6,351
| – | – | 0.04% | 160 |
|
|
2021
Q4 | $321K | Hold |
6,351
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $305K | Hold |
6,351
| – | – | 0.04% | 162 |
|
|
2021
Q2 | $298K | Hold |
6,351
| – | – | 0.04% | 162 |
|
|
2021
Q1 | $319K | Hold |
6,351
| – | – | 0.05% | 153 |
|
|
2020
Q4 | $256K | Hold |
6,351
| – | – | 0.04% | 154 |
|
|
2020
Q3 | $190K | Hold |
6,351
| – | – | 0.04% | 157 |
|
|
2020
Q2 | $212K | Hold |
6,351
| – | – | 0.05% | 148 |
|
|
2020
Q1 | $192K | Hold |
6,351
| – | – | 0.05% | 144 |
|
|
2019
Q4 | $316K | Hold |
6,351
| – | – | 0.06% | 123 |
|
|
2019
Q3 | $284K | Hold |
6,351
| – | – | 0.06% | 124 |
|
|
2019
Q2 | $284K | Hold |
6,351
| – | – | 0.06% | 128 |
|
|
2019
Q1 | $271K | Hold |
6,351
| – | – | 0.06% | 125 |
|
|
2018
Q4 | $279K | Buy |
+6,351
| New | +$279K | 0.06% | 112 |
|
|
2018
Q3 | – | Sell |
-6,351
| Closed | -$348K | – | 734 |
|
|
2018
Q2 | $348K | Buy |
+6,351
| New | +$348K | 0.07% | 101 |
|