Occudo Quantitative Strategies’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,302
| Closed | -$397K | – | 1052 |
|
|
2024
Q1 | $397K | Sell |
11,302
-6,028
| -35% | -$212K | 0.07% | 376 |
|
|
2023
Q4 | $652K | Buy |
+17,330
| New | +$652K | 0.09% | 310 |
|
|
2023
Q2 | – | Sell |
-19,295
| Closed | -$740K | – | 1344 |
|
|
2023
Q1 | $740K | Buy |
19,295
+9,520
| +97% | +$365K | 0.07% | 400 |
|
|
2022
Q4 | $456K | Buy |
+9,775
| New | +$456K | 0.05% | 531 |
|