Laffer Tengler Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,996
| Closed | -$737K | – | 177 |
|
|
2024
Q3 | $737K | Hold |
12,996
| – | – | 0.15% | 106 |
|
|
2024
Q2 | $578K | Hold |
12,996
| – | – | 0.12% | 110 |
|
|
2024
Q1 | $457K | Buy |
+12,996
| New | +$457K | 0.12% | 112 |
|
|
2022
Q4 | – | Sell |
-12,996
| Closed | -$564K | – | 486 |
|
|
2022
Q3 | $564K | Hold |
12,996
| – | – | 0.21% | 119 |
|
|
2022
Q2 | $540K | Hold |
12,996
| – | – | 0.19% | 120 |
|
|
2022
Q1 | $622K | Hold |
12,996
| – | – | 0.19% | 123 |
|
|
2021
Q4 | $658K | Hold |
12,996
| – | – | 0.19% | 122 |
|
|
2021
Q3 | $625K | Buy |
+12,996
| New | +$625K | 0.18% | 131 |
|
|
2021
Q2 | – | Sell |
-15,115
| Closed | -$760K | – | 406 |
|
|
2021
Q1 | $760K | Hold |
15,115
| – | – | 0.29% | 92 |
|
|
2020
Q4 | $610K | Hold |
15,115
| – | – | 0.26% | 96 |
|
|
2020
Q3 | $453K | Buy |
15,115
+2,119
| +16% | +$63.6K | 0.23% | 95 |
|
|
2020
Q2 | $435K | Buy |
+12,996
| New | +$435K | 0.25% | 90 |
|