TFO Wealth Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$70 | – | 787 |
|
|
2024
Q1 | $70 | Sell |
2
-4
| -67% | -$140 | ﹤0.01% | 691 |
|
|
2023
Q4 | $226 | Hold |
6
| – | – | ﹤0.01% | 605 |
|
|
2023
Q3 | $167 | Buy |
6
+4
| +200% | +$111 | ﹤0.01% | 890 |
|
|
2023
Q2 | $56 | Hold |
2
| – | – | ﹤0.01% | 756 |
|
|
2023
Q1 | $77 | Buy |
2
+1
| +100% | +$39 | ﹤0.01% | 692 |
|
|
2022
Q4 | $62 | Buy |
+1
| New | +$62 | ﹤0.01% | 838 |
|