CAM
HTLF

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

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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.