Wealth Enhancement Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-32,576
| Closed | -$2M | – | 3153 |
|
|
2024
Q4 | $2M | Buy |
32,576
+1,598
| +5% | +$98K | ﹤0.01% | 1192 |
|
|
2024
Q3 | $1.76M | Buy |
30,978
+245
| +0.8% | +$13.9K | ﹤0.01% | 1121 |
|
|
2024
Q2 | $1.37M | Sell |
30,733
-4,784
| -13% | -$213K | ﹤0.01% | 1147 |
|
|
2024
Q1 | $1.25M | Sell |
35,517
-1,640
| -4% | -$57.6K | ﹤0.01% | 1135 |
|
|
2023
Q4 | $1.4M | Sell |
37,157
-2,614
| -7% | -$98.3K | ﹤0.01% | 1025 |
|
|
2023
Q3 | $1.17M | Buy |
+39,771
| New | +$1.17M | ﹤0.01% | 1034 |
|