Congress Asset Management’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 |
-8,963
| Closed | -$549K | – | 409 |
|
|
2024
Q4 | $549K | Hold |
8,963
| – | – | ﹤0.01% | 341 |
|
|
2024
Q3 | $508K | Hold |
8,963
| – | – | ﹤0.01% | 324 |
|
|
2024
Q2 | $398K | Hold |
8,963
| – | – | ﹤0.01% | 345 |
|
|
2024
Q1 | $315K | Hold |
8,963
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $337K | Hold |
8,963
| – | – | ﹤0.01% | 354 |
|
|
2023
Q3 | $264K | Hold |
8,963
| – | – | ﹤0.01% | 362 |
|
|
2023
Q2 | $250K | Hold |
8,963
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $344K | Hold |
8,963
| – | – | ﹤0.01% | 349 |
|
|
2022
Q4 | $418K | Hold |
8,963
| – | – | ﹤0.01% | 348 |
|
|
2022
Q3 | $389K | Hold |
8,963
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $372K | Hold |
8,963
| – | – | ﹤0.01% | 343 |
|
|
2022
Q1 | $429K | Hold |
8,963
| – | – | ﹤0.01% | 339 |
|
|
2021
Q4 | $454K | Hold |
8,963
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $431K | Hold |
8,963
| – | – | ﹤0.01% | 332 |
|
|
2021
Q2 | $421K | Hold |
8,963
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $450K | Hold |
8,963
| – | – | ﹤0.01% | 327 |
|
|
2020
Q4 | $362K | Hold |
8,963
| – | – | ﹤0.01% | 325 |
|
|
2020
Q3 | $269K | Hold |
8,963
| – | – | ﹤0.01% | 319 |
|
|
2020
Q2 | $300K | Hold |
8,963
| – | – | ﹤0.01% | 301 |
|
|
2020
Q1 | $271K | Hold |
8,963
| – | – | ﹤0.01% | 309 |
|
|
2019
Q4 | $446K | Hold |
8,963
| – | – | 0.01% | 309 |
|
|
2019
Q3 | $401K | Hold |
8,963
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $401K | Hold |
8,963
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $382K | Buy |
8,963
+4,118
| +85% | +$191K | 0.01% | 329 |
|
|
2018
Q4 | $213K | Hold |
4,845
| – | – | ﹤0.01% | 356 |
|
|
2018
Q3 | $281K | Hold |
4,845
| – | – | ﹤0.01% | 354 |
|
|
2018
Q2 | $266K | Hold |
4,845
| – | – | ﹤0.01% | 352 |
|
|
2018
Q1 | $257K | Hold |
4,845
| – | – | ﹤0.01% | 367 |
|
|
2017
Q4 | $260K | Hold |
4,845
| – | – | ﹤0.01% | 363 |
|
|
2017
Q3 | $239K | Hold |
4,845
| – | – | ﹤0.01% | 377 |
|
|
2017
Q2 | $228K | Hold |
4,845
| – | – | ﹤0.01% | 249 |
|
|
2017
Q1 | $242K | Hold |
4,845
| – | – | ﹤0.01% | 242 |
|
|
2016
Q4 | $233K | Sell |
4,845
-3,500
| -42% | -$145K | ﹤0.01% | 248 |
|
|
2016
Q3 | $301K | Buy |
+8,345
| New | +$301K | 0.01% | 208 |
|
Other funds holding HTLF
Congress Asset Management's HTLF Position: Q1 2025 in Review
Congress Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 8,963 shares — an estimated $549K sold.
Congress Asset Management first reported a position in HTLF in Q3 2016 and held it in 34 quarters. The position peaked at $549K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Congress Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Congress Asset Management sold 8,963 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $549K.
- Congress Asset Management first reported a position in Heartland Financial USA, Inc. in Q3 2016 and held it in 34 quarters.
- Congress Asset Management's Heartland Financial USA, Inc. position peaked at $549K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Congress Asset Management's 13F filing for Q1 2025, filed 11 Apr 2025.