Raymond James Financial Services Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $417K | Buy |
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|
2024
Q2 | $310K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $267K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $1.16M | Buy |
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|
2022
Q4 | $583K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $488K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $613K | Buy |
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