Summit Global Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,724
Closed -$623K 595
2024
Q1
$623K Buy
17,724
+4,975
+39% +$175K 0.05% 292
2023
Q4
$479K Buy
+12,749
New +$479K 0.03% 341