Steward Partners Investment Advisory’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 |
-3,236
| Closed | -$198K | – | 4186 |
|
|
2024
Q4 | $198K | Buy |
3,236
+2,174
| +205% | +$133K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $60.2K | Hold |
1,062
| – | – | ﹤0.01% | 2136 |
|
|
2024
Q2 | $47.2K | Buy |
1,062
+1,000
| +1,613% | +$44.5K | ﹤0.01% | 2135 |
|
|
2024
Q1 | $2.18K | Hold |
62
| – | – | ﹤0.01% | 3272 |
|
|
2023
Q4 | $2.33K | Buy |
+62
| New | +$2.33K | ﹤0.01% | 3173 |
|
|
2018
Q3 | – | Sell |
-33
| Closed | -$2K | – | 2735 |
|
|
2018
Q2 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 2272 |
|