Winch Advisory Services’s Heartland Financial USA, Inc. HTLF Stock Holding History

Winch Advisory Services’s Portfolio HTLF Stock Details HTLF Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-423	Closed	-$25.9K	–	553
2024 Q4	$25.9K	Buy	423 +2	+0.5%	+$123	0.01%	207
2024 Q3	$23.9K	Buy	421 +2	+0.5%	+$113	0.01%	206
2024 Q2	$18.6K	Buy	419 +3	+0.7%	+$133	0.01%	217
2024 Q1	$14.6K	Buy	416 +4	+1%	+$141	﹤0.01%	230
2023 Q4	$15.5K	Buy	412 +4	+1%	+$150	0.01%	222
2023 Q3	$12K	Buy	408 +4	+1%	+$118	﹤0.01%	239
2023 Q2	$11K	Buy	404 +4	+1%	+$109	﹤0.01%	250
2023 Q1	$15K	Buy	400 +2	+0.5%	+$75	0.01%	218
2022 Q4	$19K	Buy	398 +3	+0.8%	+$143	0.01%	191
2022 Q3	$17K	Buy	395 +2	+0.5%	+$86	0.01%	182
2022 Q2	$16K	Hold	393	–	–	0.01%	199
2022 Q1	$19K	Buy	393 +2	+0.5%	+$97	0.01%	207
2021 Q4	$20K	Buy	391 +2	+0.5%	+$102	0.01%	208
2021 Q3	$19K	Buy	389 +2	+0.5%	+$98	0.01%	216
2021 Q2	$18K	Buy	387 +2	+0.5%	+$93	0.01%	218
2021 Q1	$19K	Buy	385 +2	+0.5%	+$99	0.01%	190
2020 Q4	$15K	Buy	383 +2	+0.5%	+$78	0.01%	190
2020 Q3	$11K	Buy	381 +2	+0.5%	+$58	﹤0.01%	205
2020 Q2	$13K	Buy	379 +2	+0.5%	+$69	0.01%	178
2020 Q1	$11K	Buy	377 +2	+0.5%	+$58	0.01%	166
2019 Q4	$19K	Buy	375 +1	+0.3%	+$51	0.01%	165
2019 Q3	$17K	Buy	374 +2	+0.5%	+$91	0.01%	156
2019 Q2	$17K	Buy	372 +1	+0.3%	+$46	0.01%	166
2019 Q1	$16K	Buy	371 +2	+0.5%	+$86	0.01%	168
2018 Q4	$16K	Buy	369 +1	+0.3%	+$43	0.01%	148
2018 Q3	$21K	Buy	368 +1	+0.3%	+$57	0.01%	138
2018 Q2	$20K	Buy	367 +1	+0.3%	+$54	0.01%	153
2018 Q1	$19K	Buy	366 +1	+0.3%	+$52	0.01%	155
2017 Q4	$20K	Buy	365 +1	+0.3%	+$55	0.01%	146
2017 Q3	$18K	Buy	364 +1	+0.3%	+$49	0.01%	141
2017 Q2	$17K	Hold	363	–	–	0.01%	161
2017 Q1	$18K	Buy	363 +1	+0.3%	+$50	0.01%	149
2016 Q4	$17K	Buy	362 +2	+0.6%	+$94	0.01%	129
2016 Q3	$13K	Buy	+360	New	+$13K	0.01%	142
2016 Q2	–	Sell	-358	Closed	-$11K	–	288
2016 Q1	$11K	Buy	+358	New	+$11K	0.02%	116
2014 Q2	–	Sell	-348	Closed	-$9K	–	298
2014 Q1	$9K	Buy	+348	New	+$9K	0.01%	187