Principal Securities’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
Q2 | – | Sell |
-787
| Closed | -$48.2K | – | 3939 |
|
|
2025
Q1 | $48.2K | Hold |
787
| – | – | ﹤0.01% | 1773 |
|
|
2024
Q4 | $48.2K | Sell |
787
-227
| -22% | -$14.2K | ﹤0.01% | 1773 |
|
|
2024
Q3 | $57.5K | Sell |
1,014
-48
| -5% | -$2.51K | ﹤0.01% | 1625 |
|
|
2024
Q2 | $47.2K | Buy |
1,062
+49
| +5% | +$1.99K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $35.6K | Buy |
1,013
+315
| +45% | +$11K | ﹤0.01% | 1722 |
|
|
2023
Q4 | $26.3K | Buy |
+698
| New | +$22.1K | ﹤0.01% | 1786 |
|