Caitong International Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Caitong International Asset Management’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	-525	Closed	-$32.2K	–	2608
2024 Q4	$32.2K	Buy	+525	New	+$32.9K	0.03%	639

Other funds holding HTLF

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

Caitong International Asset Management's HTLF Position: Q1 2025 in Review

Caitong International Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 525 shares — an estimated $32.2K sold.

Caitong International Asset Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $32.2K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Caitong International Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Caitong International Asset Management sold 525 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $32.2K.
Caitong International Asset Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Caitong International Asset Management's Heartland Financial USA, Inc. position peaked at $32.2K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Caitong International Asset Management's 13F filing for Q1 2025, filed 13 May 2025.