Advisornet 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 |
-1,101
| Closed | -$67.5K | – | 2262 |
|
|
2024
Q4 | $67.5K | Hold |
1,101
| – | – | 0.01% | 792 |
|
|
2024
Q3 | $62.4K | Hold |
1,101
| – | – | ﹤0.01% | 836 |
|
|
2024
Q2 | $48.9K | Hold |
1,101
| – | – | ﹤0.01% | 827 |
|
|
2024
Q1 | $38.7K | Hold |
1,101
| – | – | ﹤0.01% | 879 |
|
|
2023
Q4 | $41.4K | Hold |
1,101
| – | – | ﹤0.01% | 859 |
|
|
2023
Q3 | $32.4K | Sell |
1,101
-200
| -15% | -$6.22K | ﹤0.01% | 898 |
|
|
2023
Q2 | $36.3K | Buy |
1,301
+200
| +18% | +$6.22K | ﹤0.01% | 905 |
|
|
2023
Q1 | $42.2K | Hold |
1,101
| – | – | ﹤0.01% | 837 |
|
|
2022
Q4 | $51.3K | Hold |
1,101
| – | – | 0.01% | 786 |
|
|
2022
Q3 | $48K | Hold |
1,101
| – | – | ﹤0.01% | 864 |
|
|
2022
Q2 | $46K | Hold |
1,101
| – | – | ﹤0.01% | 890 |
|
|
2022
Q1 | $53K | Hold |
1,101
| – | – | ﹤0.01% | 948 |
|
|
2021
Q4 | $56K | Hold |
1,101
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $53K | Hold |
1,101
| – | – | ﹤0.01% | 989 |
|
|
2021
Q2 | $52K | Hold |
1,101
| – | – | ﹤0.01% | 972 |
|
|
2021
Q1 | $55K | Hold |
1,101
| – | – | ﹤0.01% | 916 |
|
|
2020
Q4 | $44K | Sell |
1,101
-4,568
| -81% | -$171K | ﹤0.01% | 906 |
|
|
2020
Q3 | $170K | Hold |
5,669
| – | – | 0.01% | 525 |
|
|
2020
Q2 | $190K | Sell |
5,669
-2,408
| -30% | -$75.3K | 0.02% | 505 |
|
|
2020
Q1 | $244K | Buy |
8,077
+6,976
| +634% | +$306K | 0.02% | 431 |
|
|
2019
Q4 | $55K | Sell |
1,101
-5,875
| -84% | -$276K | ﹤0.01% | 868 |
|
|
2019
Q3 | $312K | Buy |
+6,976
| New | +$311K | 0.03% | 413 |
|
Other funds holding HTLF
Advisornet Financial's HTLF Position: Q1 2025 in Review
Advisornet Financial sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1,101 shares — an estimated $67.5K sold.
Advisornet Financial first reported a position in HTLF in Q3 2019 and held it in 22 quarters. The position peaked at $312K in Q3 2019. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Advisornet Financial reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Advisornet Financial sold 1,101 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $67.5K.
- Advisornet Financial first reported a position in Heartland Financial USA, Inc. in Q3 2019 and held it in 22 quarters.
- Advisornet Financial's Heartland Financial USA, Inc. position peaked at $312K in Q3 2019.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.