WF
HTLF
Whelan Financial’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 |
-9,043
| Closed | -$554K | – | 68 |
|
|
2024
Q4 | $554K | Buy |
9,043
+3
| +0% | +$184 | 0.22% | 28 |
|
|
2024
Q3 | $513K | Sell |
9,040
-255
| -3% | -$14.5K | 0.21% | 28 |
|
|
2024
Q2 | $413K | Hold |
9,295
| – | – | 0.18% | 32 |
|
|
2024
Q1 | $327K | Sell |
9,295
-4,417
| -32% | -$155K | 0.15% | 33 |
|
|
2023
Q4 | $516K | Buy |
13,712
+50
| +0.4% | +$1.88K | 0.24% | 21 |
|
|
2023
Q3 | $402K | Buy |
13,662
+50
| +0.4% | +$1.47K | 0.21% | 23 |
|
|
2023
Q2 | $379K | Sell |
13,612
-17
| -0.1% | -$474 | 0.2% | 22 |
|
|
2023
Q1 | $523K | Hold |
13,629
| – | – | 0.29% | 19 |
|
|
2022
Q4 | $635K | Buy |
13,629
+8,440
| +163% | +$393K | 0.38% | 18 |
|
|
2022
Q3 | $225K | Hold |
5,189
| – | – | 0.15% | 24 |
|
|
2022
Q2 | $216K | Hold |
5,189
| – | – | 0.15% | 21 |
|
|
2022
Q1 | $248K | Buy |
+5,189
| New | +$248K | 0.15% | 16 |
|