Raymond James Financial Services Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $417K | Buy |
7,349
+378
| +5% | +$21.4K | ﹤0.01% | 2738 |
|
|
2024
Q2 | $310K | Buy |
+6,971
| New | +$310K | ﹤0.01% | 2845 |
|
|
2024
Q1 | – | Sell |
-7,106
| Closed | -$267K | – | 3499 |
|
|
2023
Q4 | $267K | Sell |
7,106
-4,454
| -39% | -$168K | ﹤0.01% | 2804 |
|
|
2023
Q3 | $340K | Buy |
11,560
+593
| +5% | +$17.5K | ﹤0.01% | 2559 |
|
|
2023
Q2 | $306K | Sell |
10,967
-19,337
| -64% | -$539K | ﹤0.01% | 2648 |
|
|
2023
Q1 | $1.16M | Buy |
30,304
+17,800
| +142% | +$683K | ﹤0.01% | 1812 |
|
|
2022
Q4 | $583K | Buy |
+12,504
| New | +$583K | ﹤0.01% | 2180 |
|
|
2021
Q2 | – | Sell |
-9,715
| Closed | -$488K | – | 3318 |
|
|
2021
Q1 | $488K | Buy |
+9,715
| New | +$488K | ﹤0.01% | 2305 |
|
|
2017
Q1 | – | Sell |
-12,763
| Closed | -$613K | – | 2481 |
|
|
2016
Q4 | $613K | Buy |
+12,763
| New | +$613K | 0.01% | 1414 |
|