UA
HTLF

Unison Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-16,654
Closed -$740K 200
2024
Q2
$740K Buy
16,654
+145
+0.9% +$6.45K 0.09% 112
2024
Q1
$580K Buy
16,509
+129
+0.8% +$4.53K 0.06% 140
2023
Q4
$616K Buy
16,380
+162
+1% +$6.09K 0.07% 125
2023
Q3
$477K Hold
16,218
0.06% 142
2023
Q2
$452K Buy
+16,218
New +$452K 0.05% 151