N.E.W. Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $468K | Hold |
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|
2024
Q2 | $367K | Hold |
|
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|
2024
Q1 | $290K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $243K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $317K | Hold |
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|
2022
Q4 | $385K | Hold |
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|
2022
Q3 | $358K | Hold |
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $464K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $444K | Hold |
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|
2021
Q2 | $434K | Hold |
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|
2021
Q1 | $465K | Hold |
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|
2020
Q4 | $372K | Sell |
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|
2020
Q3 | $303K | Hold |
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|
2020
Q2 | $337K | Buy |
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|
2019
Q4 | $501K | Buy |
|