Moors & Cabot’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 |
-6,869
| Closed | -$421K | – | 920 |
|
|
2024
Q4 | $421K | Sell |
6,869
-8,635
| -56% | -$529K | 0.02% | 550 |
|
|
2024
Q3 | $879K | Buy |
15,504
+5,706
| +58% | +$324K | 0.04% | 369 |
|
|
2024
Q2 | $436K | Sell |
9,798
-1,206
| -11% | -$53.6K | 0.02% | 519 |
|
|
2024
Q1 | $387K | Sell |
11,004
-2,501
| -19% | -$87.9K | 0.02% | 583 |
|
|
2023
Q4 | $508K | Sell |
13,505
-361
| -3% | -$13.6K | 0.03% | 462 |
|
|
2023
Q3 | $408K | Buy |
13,866
+1,443
| +12% | +$42.5K | 0.03% | 502 |
|
|
2023
Q2 | $346K | Sell |
12,423
-346
| -3% | -$9.64K | 0.02% | 572 |
|
|
2023
Q1 | $490K | Sell |
12,769
-250
| -2% | -$9.59K | 0.03% | 443 |
|
|
2022
Q4 | $607K | Sell |
13,019
-1,517
| -10% | -$70.7K | 0.04% | 368 |
|
|
2022
Q3 | $630K | Buy |
14,536
+1,341
| +10% | +$58.1K | 0.05% | 340 |
|
|
2022
Q2 | $548K | Sell |
13,195
-1,697
| -11% | -$70.5K | 0.04% | 388 |
|
|
2022
Q1 | $712K | Buy |
14,892
+1,904
| +15% | +$91K | 0.04% | 371 |
|
|
2021
Q4 | $657K | Buy |
+12,988
| New | +$657K | 0.04% | 386 |
|