United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17,206
| Closed | -$802K | – | 1081 |
|
|
2022
Q4 | $802K | Buy |
17,206
+2,607
| +18% | +$122K | ﹤0.01% | 666 |
|
|
2022
Q3 | $633K | Sell |
14,599
-23
| -0.2% | -$997 | ﹤0.01% | 711 |
|
|
2022
Q2 | $607K | Buy |
14,622
+23
| +0.2% | +$955 | ﹤0.01% | 752 |
|
|
2022
Q1 | $698K | Hold |
14,599
| – | – | ﹤0.01% | 754 |
|
|
2021
Q4 | $739K | Hold |
14,599
| – | – | ﹤0.01% | 760 |
|
|
2021
Q3 | $702K | Hold |
14,599
| – | – | ﹤0.01% | 764 |
|
|
2021
Q2 | $686K | Hold |
14,599
| – | – | ﹤0.01% | 787 |
|
|
2021
Q1 | $734K | Buy |
+14,599
| New | +$734K | ﹤0.01% | 746 |
|