Avantax Planning Partners’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 |
-6,739
| Closed | -$413K | – | 457 |
|
|
2024
Q4 | $413K | Buy |
6,739
+1,537
| +30% | +$96.2K | 0.01% | 283 |
|
|
2024
Q3 | $295K | Sell |
5,202
-2,226
| -30% | -$116K | 0.01% | 337 |
|
|
2024
Q2 | $330K | Buy |
7,428
+10
| +0.1% | +$405 | 0.01% | 345 |
|
|
2024
Q1 | $261K | Sell |
7,418
-23,361
| -76% | -$816K | 0.01% | 388 |
|
|
2023
Q4 | $1.16M | Sell |
30,779
-81,844
| -73% | -$2.59M | 0.04% | 163 |
|
|
2023
Q3 | $3.31M | Sell |
112,623
-25,096
| -18% | -$780K | 0.14% | 78 |
|
|
2023
Q2 | $3.84M | Buy |
137,719
+424
| +0.3% | +$13.2K | 0.15% | 72 |
|
|
2023
Q1 | $5.27M | Buy |
137,295
+7
| +0% | +$321 | 0.21% | 57 |
|
|
2022
Q4 | $6.4M | Sell |
137,288
-1,105
| -0.8% | -$52.2K | 0.25% | 50 |
|
|
2022
Q3 | $6M | Sell |
138,393
-28,079
| -17% | -$1.24M | 0.27% | 45 |
|
|
2022
Q2 | $6.92M | Buy |
166,472
+4
| +0% | +$176 | 0.3% | 40 |
|
|
2022
Q1 | $7.96M | Buy |
166,468
+6
| +0% | +$304 | 0.32% | 34 |
|
|
2021
Q4 | $8.43M | Buy |
166,462
+152
| +0.1% | +$7.65K | 0.35% | 27 |
|
|
2021
Q3 | $8M | Buy |
166,310
+3
| +0% | +$139 | 0.37% | 22 |
|
|
2021
Q2 | $7.82M | Buy |
166,307
+4
| +0% | +$199 | 0.37% | 22 |
|
|
2021
Q1 | $8.36M | Buy |
166,303
+5
| +0% | +$235 | 0.43% | 22 |
|
|
2020
Q4 | $6.71M | Buy |
166,298
+22,758
| +16% | +$854K | 0.35% | 23 |
|
|
2020
Q3 | $4.3M | Buy |
143,540
+8
| +0% | +$257 | 0.23% | 39 |
|
|
2020
Q2 | $4.8M | Sell |
143,532
-1,757
| -1% | -$54.9K | 0.27% | 33 |
|
|
2020
Q1 | $4.39M | Buy |
145,289
+21,328
| +17% | +$935K | 0.31% | 27 |
|
|
2019
Q4 | $6.17M | Sell |
123,961
-243
| -0.2% | -$11.4K | 0.36% | 17 |
|
|
2019
Q3 | $5.56M | Buy |
124,204
+8
| +0% | +$357 | 0.34% | 16 |
|
|
2019
Q2 | $5.51M | Sell |
124,196
-326
| -0.3% | -$14.4K | 0.36% | 19 |
|
|
2019
Q1 | $5.31M | Sell |
124,522
-1,344
| -1% | -$62.4K | 0.37% | 19 |
|
|
2018
Q4 | $5.53M | Buy |
125,866
+4
| +0% | +$210 | 0.42% | 24 |
|
|
2018
Q3 | $7.31M | Sell |
125,862
-93
| -0.1% | -$5.52K | 0.59% | 13 |
|
|
2018
Q2 | $6.91M | Sell |
125,955
-86
| -0.1% | -$4.71K | 0.62% | 11 |
|
|
2018
Q1 | $6.69M | Buy |
126,041
+2,305
| +2% | +$124K | 0.57% | 12 |
|
|
2017
Q4 | $6.64M | Buy |
123,736
+4
| +0% | +$202 | 0.61% | 12 |
|
|
2017
Q3 | $6.11M | Buy |
123,732
+13,632
| +12% | +$623K | 0.48% | 16 |
|
|
2017
Q2 | $5.19M | Buy |
110,100
+100,043
| +995% | +$4.75M | 0.44% | 20 |
|
|
2017
Q1 | $502K | Buy |
10,057
+5
| +0% | +$241 | 0.04% | 179 |
|
|
2016
Q4 | $483K | Buy |
+10,052
| New | +$417K | 0.05% | 166 |
|
Other funds holding HTLF
Avantax Planning Partners's HTLF Position: Q1 2025 in Review
Avantax Planning Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 6,739 shares — an estimated $413K sold.
Avantax Planning Partners first reported a position in HTLF in Q4 2016 and held it in 33 quarters. The position peaked at $8.43M in Q4 2021. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Avantax Planning Partners reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Avantax Planning Partners sold 6,739 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $413K.
- Avantax Planning Partners first reported a position in Heartland Financial USA, Inc. in Q4 2016 and held it in 33 quarters.
- Avantax Planning Partners's Heartland Financial USA, Inc. position peaked at $8.43M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Avantax Planning Partners's 13F filing for Q1 2025, filed 29 Apr 2025.