SIC
HTLF
SJS Investment Consulting’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 |
-8
| Closed | -$491 | – | 1692 |
|
|
2024
Q4 | $491 | Sell |
8
-2
| -20% | -$123 | ﹤0.01% | 1243 |
|
|
2024
Q3 | $567 | Hold |
10
| – | – | ﹤0.01% | 1285 |
|
|
2024
Q2 | $445 | Hold |
10
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q1 | $352 | Hold |
10
| – | – | ﹤0.01% | 1392 |
|
|
2023
Q4 | $377 | Buy |
10
+1
| +11% | +$38 | ﹤0.01% | 1331 |
|
|
2023
Q3 | $265 | Buy |
9
+4
| +80% | +$118 | ﹤0.01% | 1404 |
|
|
2023
Q2 | $140 | Buy |
5
+2
| +67% | +$56 | ﹤0.01% | 1469 |
|
|
2023
Q1 | $116 | Sell |
3
-8
| -73% | -$309 | ﹤0.01% | 1446 |
|
|
2022
Q4 | $513 | Buy |
11
+7
| +175% | +$326 | ﹤0.01% | 1208 |
|
|
2022
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $10K | Buy |
201
+1
| +0.5% | +$50 | ﹤0.01% | 387 |
|
|
2021
Q4 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 379 |
|