HTLF
Principal Financial Group’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 |
-32,428
| Closed | -$1.99M | – | 2241 |
|
|
2024
Q4 | $1.99M | Buy |
32,428
+3,749
| +13% | +$230K | ﹤0.01% | 1798 |
|
|
2024
Q3 | $1.63M | Buy |
28,679
+2,136
| +8% | +$121K | ﹤0.01% | 1798 |
|
|
2024
Q2 | $1.18M | Buy |
26,543
+3,287
| +14% | +$146K | ﹤0.01% | 1838 |
|
|
2024
Q1 | $817K | Buy |
23,256
+5,869
| +34% | +$206K | ﹤0.01% | 1897 |
|
|
2023
Q4 | $654K | Buy |
17,387
+2,255
| +15% | +$84.8K | ﹤0.01% | 1898 |
|
|
2023
Q3 | $445K | Buy |
15,132
+4,923
| +48% | +$145K | ﹤0.01% | 1976 |
|
|
2023
Q2 | $285K | Sell |
10,209
-2,519
| -20% | -$70.2K | ﹤0.01% | 2092 |
|
|
2023
Q1 | $488K | Buy |
12,728
+608
| +5% | +$23.3K | ﹤0.01% | 1971 |
|
|
2022
Q4 | $565K | Buy |
+12,120
| New | +$565K | ﹤0.01% | 1949 |
|
|
2021
Q3 | – | Sell |
-4,652
| Closed | -$219K | – | 2631 |
|
|
2021
Q2 | $219K | Buy |
+4,652
| New | +$219K | ﹤0.01% | 2449 |
|
|
2019
Q4 | – | Sell |
-10,632
| Closed | -$476K | – | 2295 |
|
|
2019
Q3 | $476K | Buy |
10,632
+704
| +7% | +$31.5K | ﹤0.01% | 1954 |
|
|
2019
Q2 | $444K | Sell |
9,928
-16,474
| -62% | -$737K | ﹤0.01% | 1987 |
|
|
2019
Q1 | $1.13M | Buy |
26,402
+557
| +2% | +$23.8K | ﹤0.01% | 1816 |
|
|
2018
Q4 | $1.14M | Buy |
25,845
+5,660
| +28% | +$249K | ﹤0.01% | 1797 |
|
|
2018
Q3 | $1.17M | Buy |
20,185
+220
| +1% | +$12.8K | ﹤0.01% | 1822 |
|
|
2018
Q2 | $1.1M | Buy |
19,965
+6,345
| +47% | +$348K | ﹤0.01% | 1834 |
|
|
2018
Q1 | $723K | Buy |
13,620
+283
| +2% | +$15K | ﹤0.01% | 1881 |
|
|
2017
Q4 | $715K | Sell |
13,337
-1,038
| -7% | -$55.6K | ﹤0.01% | 1903 |
|
|
2017
Q3 | $710K | Sell |
14,375
-82,361
| -85% | -$4.07M | ﹤0.01% | 1878 |
|
|
2017
Q2 | $4.56M | Sell |
96,736
-178,051
| -65% | -$8.39M | ﹤0.01% | 1577 |
|
|
2017
Q1 | $13.7M | Buy |
274,787
+55,887
| +26% | +$2.79M | 0.02% | 997 |
|
|
2016
Q4 | $10.5M | Buy |
218,900
+213,249
| +3,774% | +$10.2M | 0.01% | 1137 |
|
|
2016
Q3 | $204K | Buy |
+5,651
| New | +$204K | ﹤0.01% | 2043 |
|