BGAI
HTLF

Bruce G. Allen Investments’s Heartland Financial USA, Inc. HTLF Stock Holding History

Bruce G. Allen Investments’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$490 – 1147
2024
Q4 		$490 Hold
8
– – ﹤0.01% 964
2024
Q3 		$454 Hold
8
– – ﹤0.01% 972
2024
Q2 		$356 Hold
8
– – ﹤0.01% 891
2024
Q1 		$281 Sell
8
-65
-89% -$2.27K ﹤0.01% 911
2023
Q4 		$2.75K Buy
+73
New +$2.31K ﹤0.01% 694

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Bruce G. Allen Investments's HTLF Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 8 shares — an estimated $490 sold.

Bruce G. Allen Investments first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $2.75K in Q4 2023. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 8 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $490.
  • Bruce G. Allen Investments first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
  • Bruce G. Allen Investments's Heartland Financial USA, Inc. position peaked at $2.75K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.