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

Clarity 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	-1,164	Closed	-$71.4K	–	229
2024 Q4	$71.4K	Sell	1,164 -207	-15%	-$13K	0.05%	70
2024 Q3	$77.8K	Buy	1,371 +7	+0.5%	+$366	0.05%	63
2024 Q2	$60.6K	Buy	1,364 +9	+0.7%	+$365	0.04%	70
2024 Q1	$47.6K	Buy	1,355 +12	+0.9%	+$419	0.03%	84
2023 Q4	$50.5K	Buy	+1,343	New	+$42.4K	0.04%	80

Other funds holding HTLF

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

Clarity Asset Management's HTLF Position: Q1 2025 in Review

Clarity Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1,164 shares — an estimated $71.4K sold.

Clarity Asset Management first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $77.8K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Clarity Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Clarity Asset Management sold 1,164 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $71.4K.
Clarity Asset Management first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
Clarity Asset Management's Heartland Financial USA, Inc. position peaked at $77.8K in Q3 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Clarity Asset Management's 13F filing for Q1 2025, filed 14 May 2025.