SWM
HTLF

Stockman Wealth Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Stockman Wealth Management’s Portfolio HTLF Stock Details HTLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,248
Closed -$694K – 185
2024
Q3 		$694K Hold
12,248
– – 0.11% 86
2024
Q2 		$544K Sell
12,248
-9,647
-44% -$429K 0.1% 96
2024
Q1 		$770K Buy
+21,895
New +$770K 0.14% 78