Whelan Financial’s Heartland Financial USA, Inc. HTLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $554K | Buy |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $413K | Hold |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $523K | Hold |
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|
2022
Q4 | $635K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $248K | Buy |
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