C
HTLF

Covestor’s Heartland Financial USA, Inc. HTLF Stock Holding History

Covestor’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
-3
Closed – – 2860
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2857
2024
Q3 		$0 Sell
3
-1
-25% -$52 ﹤0.01% 2882
2024
Q2 		$0 Sell
4
-1,074
-100% -$43.5K ﹤0.01% 2862
2024
Q1 		$38K Sell
1,078
-1,662
-61% -$58K 0.02% 989
2023
Q4 		$103K Sell
2,740
-229
-8% -$7.24K 0.07% 480
2023
Q3 		$87K Buy
2,969
+1,318
+80% +$41K 0.07% 500
2023
Q2 		$46K Buy
1,651
+899
+120% +$27.9K 0.04% 822
2023
Q1 		$29K Buy
752
+1
+0.1% +$46 0.03% 901
2022
Q4 		$35K Buy
751
+686
+1,055% +$32.4K 0.03% 867
2022
Q3 		$3K Sell
65
-41
-39% -$1.82K ﹤0.01% 1663
2022
Q2 		$4K Buy
106
+12
+13% +$528 ﹤0.01% 1504
2022
Q1 		$4K Buy
94
+7
+8% +$354 ﹤0.01% 1579
2021
Q4 		$4K Buy
+87
New +$4.38K 0.01% 1436

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Covestor's HTLF Position: Q1 2025 in Review

Covestor sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3 shares.

Covestor first reported a position in HTLF in Q4 2021 and held it in 13 quarters. The position peaked at $103K in Q4 2023. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Covestor reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Covestor sold 3 Heartland Financial USA, Inc. shares in Q1 2025.
  • Covestor first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 13 quarters.
  • Covestor's Heartland Financial USA, Inc. position peaked at $103K in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.