Stifel Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-28,401
| Closed | -$1.74M | – | 3583 |
|
|
2024
Q4 | $1.74M | Buy |
28,401
+402
| +1% | +$24.6K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $1.59M | Buy |
27,999
+6,960
| +33% | +$395K | ﹤0.01% | 1927 |
|
|
2024
Q2 | $935K | Buy |
+21,039
| New | +$935K | ﹤0.01% | 2207 |
|
|
2023
Q2 | – | Sell |
-17,518
| Closed | -$672K | – | 3443 |
|
|
2023
Q1 | $672K | Buy |
17,518
+6,187
| +55% | +$237K | ﹤0.01% | 2335 |
|
|
2022
Q4 | $528K | Buy |
11,331
+1,477
| +15% | +$68.9K | ﹤0.01% | 2436 |
|
|
2022
Q3 | $427K | Sell |
9,854
-4,681
| -32% | -$203K | ﹤0.01% | 2524 |
|
|
2022
Q2 | $604K | Buy |
14,535
+150
| +1% | +$6.23K | ﹤0.01% | 2356 |
|
|
2022
Q1 | $689K | Sell |
14,385
-42
| -0.3% | -$2.01K | ﹤0.01% | 2377 |
|
|
2021
Q4 | $730K | Buy |
14,427
+565
| +4% | +$28.6K | ﹤0.01% | 2353 |
|
|
2021
Q3 | $667K | Sell |
13,862
-125
| -0.9% | -$6.02K | ﹤0.01% | 2402 |
|
|
2021
Q2 | $657K | Buy |
13,987
+2,919
| +26% | +$137K | ﹤0.01% | 2414 |
|
|
2021
Q1 | $556K | Buy |
+11,068
| New | +$556K | ﹤0.01% | 2413 |
|
|
2020
Q1 | – | Sell |
-186,043
| Closed | -$9.23M | – | 3122 |
|
|
2019
Q4 | $9.23M | Sell |
186,043
-38,238
| -17% | -$1.9M | 0.02% | 636 |
|
|
2019
Q3 | $10M | Sell |
224,281
-100,224
| -31% | -$4.47M | 0.03% | 546 |
|
|
2019
Q2 | $14.5M | Buy |
324,505
+44,549
| +16% | +$2M | 0.04% | 436 |
|
|
2019
Q1 | $12M | Buy |
279,956
+3,508
| +1% | +$150K | 0.03% | 472 |
|
|
2018
Q4 | $12.2M | Buy |
276,448
+67,514
| +32% | +$2.97M | 0.04% | 423 |
|
|
2018
Q3 | $12.1M | Sell |
208,934
-87,044
| -29% | -$5.05M | 0.03% | 459 |
|
|
2018
Q2 | $16.2M | Buy |
295,978
+8,951
| +3% | +$491K | 0.05% | 374 |
|
|
2018
Q1 | $15.2M | Buy |
287,027
+15,448
| +6% | +$820K | 0.05% | 379 |
|
|
2017
Q4 | $14.6M | Buy |
271,579
+41,289
| +18% | +$2.22M | 0.05% | 386 |
|
|
2017
Q3 | $11.4M | Buy |
230,290
+58,324
| +34% | +$2.88M | 0.04% | 458 |
|
|
2017
Q2 | $8.1M | Buy |
171,966
+26,605
| +18% | +$1.25M | 0.03% | 556 |
|
|
2017
Q1 | $7.26M | Buy |
+145,361
| New | +$7.26M | 0.03% | 565 |
|