Atwood & Palmer’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 |
-12,639
| Closed | -$775K | – | 487 |
|
|
2024
Q4 | $775K | Sell |
12,639
-1,470
| -10% | -$92K | 0.05% | 92 |
|
|
2024
Q3 | $800K | Hold |
14,109
| – | – | 0.05% | 92 |
|
|
2024
Q2 | $627K | Sell |
14,109
-400
| -3% | -$16.2K | 0.05% | 98 |
|
|
2024
Q1 | $510K | Hold |
14,509
| – | – | 0.04% | 103 |
|
|
2023
Q4 | $546K | Hold |
14,509
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $427K | Sell |
14,509
-1,100
| -7% | -$34.2K | 0.04% | 108 |
|
|
2023
Q2 | $435K | Hold |
15,609
| – | – | 0.04% | 110 |
|
|
2023
Q1 | $599K | Hold |
15,609
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $728K | Hold |
15,609
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $677K | Hold |
15,609
| – | – | 0.07% | 96 |
|
|
2022
Q2 | $648K | Hold |
15,609
| – | – | 0.06% | 96 |
|
|
2022
Q1 | $747K | Hold |
15,609
| – | – | 0.06% | 89 |
|
|
2021
Q4 | $790K | Hold |
15,609
| – | – | 0.07% | 91 |
|
|
2021
Q3 | $750K | Sell |
15,609
-750
| -5% | -$34.8K | 0.07% | 88 |
|
|
2021
Q2 | $769K | Buy |
16,359
+4,328
| +36% | +$216K | 0.07% | 87 |
|
|
2021
Q1 | $605K | Buy |
12,031
+400
| +3% | +$18.8K | 0.06% | 95 |
|
|
2020
Q4 | $470K | Hold |
11,631
| – | – | 0.05% | 102 |
|
|
2020
Q3 | $349K | Hold |
11,631
| – | – | 0.04% | 105 |
|
|
2020
Q2 | $389K | Hold |
11,631
| – | – | 0.05% | 94 |
|
|
2020
Q1 | $351K | Hold |
11,631
| – | – | 0.06% | 91 |
|
|
2019
Q4 | $579K | Hold |
11,631
| – | – | 0.07% | 81 |
|
|
2019
Q3 | $520K | Hold |
11,631
| – | – | 0.07% | 87 |
|
|
2019
Q2 | $520K | Buy |
11,631
+9,073
| +355% | +$401K | 0.07% | 88 |
|
|
2019
Q1 | $109K | Hold |
2,558
| – | – | 0.02% | 150 |
|
|
2018
Q4 | $112K | Sell |
2,558
-67
| -3% | -$3.51K | 0.02% | 145 |
|
|
2018
Q3 | $152K | Hold |
2,625
| – | – | 0.02% | 135 |
|
|
2018
Q2 | $144K | Buy |
2,625
+1,525
| +139% | +$83.5K | 0.02% | 138 |
|
|
2018
Q1 | $58K | Hold |
1,100
| – | – | 0.01% | 176 |
|
|
2017
Q4 | $59K | Hold |
1,100
| – | – | 0.01% | 174 |
|
|
2017
Q3 | $54K | Hold |
1,100
| – | – | 0.01% | 179 |
|
|
2017
Q2 | $52K | Buy |
1,100
+100
| +10% | +$4.75K | 0.01% | 184 |
|
|
2017
Q1 | $50K | Hold |
1,000
| – | – | 0.01% | 178 |
|
|
2016
Q4 | $48K | Hold |
1,000
| – | – | 0.01% | 171 |
|
|
2016
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 186 |
|
|
2016
Q2 | $35K | Hold |
1,000
| – | – | 0.01% | 193 |
|
|
2016
Q1 | $31K | Hold |
1,000
| – | – | 0.01% | 205 |
|
|
2015
Q4 | $31K | Hold |
1,000
| – | – | 0.01% | 232 |
|
|
2015
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 216 |
|
|
2015
Q2 | $37K | Hold |
1,000
| – | – | 0.01% | 207 |
|
|
2015
Q1 | $33K | Hold |
1,000
| – | – | 0.01% | 206 |
|
|
2014
Q4 | $28K | Hold |
1,000
| – | – | 0.01% | 230 |
|
|
2014
Q3 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 249 |
|
|
2014
Q2 | $25K | Buy |
+1,000
| New | +$24.9K | 0.01% | 224 |
|
Other funds holding HTLF
Atwood & Palmer's HTLF Position: Q1 2025 in Review
Atwood & Palmer sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 12,639 shares — an estimated $775K sold.
Atwood & Palmer first reported a position in HTLF in Q2 2014 and held it in 43 quarters. The position peaked at $800K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Atwood & Palmer reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Atwood & Palmer sold 12,639 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $775K.
- Atwood & Palmer first reported a position in Heartland Financial USA, Inc. in Q2 2014 and held it in 43 quarters.
- Atwood & Palmer's Heartland Financial USA, Inc. position peaked at $800K in Q3 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.