Creative Planning’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 |
-28,921
| Closed | -$1.77M | – | 3790 |
|
|
2024
Q4 | $1.77M | Buy |
28,921
+1,178
| +4% | +$73.7K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $1.57M | Sell |
27,743
-7,656
| -22% | -$401K | ﹤0.01% | 1214 |
|
|
2024
Q2 | $1.57M | Buy |
35,399
+16,808
| +90% | +$681K | ﹤0.01% | 1122 |
|
|
2024
Q1 | $653K | Buy |
18,591
+5,508
| +42% | +$192K | ﹤0.01% | 1652 |
|
|
2023
Q4 | $492K | Sell |
13,083
-1,164
| -8% | -$36.8K | ﹤0.01% | 1724 |
|
|
2023
Q3 | $419K | Buy |
14,247
+494
| +4% | +$15.4K | ﹤0.01% | 1680 |
|
|
2023
Q2 | $383K | Sell |
13,753
-1,635
| -11% | -$50.8K | ﹤0.01% | 1725 |
|
|
2023
Q1 | $590K | Buy |
15,388
+3,287
| +27% | +$151K | ﹤0.01% | 1363 |
|
|
2022
Q4 | $564K | Buy |
12,101
+4,571
| +61% | +$216K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $327K | Buy |
7,530
+541
| +8% | +$24K | ﹤0.01% | 1593 |
|
|
2022
Q2 | $290K | Buy |
6,989
+1
| +0% | +$44 | ﹤0.01% | 1636 |
|
|
2022
Q1 | $334K | Sell |
6,988
-740
| -10% | -$37.4K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $391K | Sell |
7,728
-11,624
| -60% | -$585K | ﹤0.01% | 1454 |
|
|
2021
Q3 | $930K | Buy |
19,352
+17
| +0.1% | +$789 | ﹤0.01% | 980 |
|
|
2021
Q2 | $909K | Buy |
19,335
+7,779
| +67% | +$387K | ﹤0.01% | 971 |
|
|
2021
Q1 | $581K | Sell |
11,556
-9,819
| -46% | -$462K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $863K | Buy |
+21,375
| New | +$802K | ﹤0.01% | 1026 |
|
|
2020
Q1 | – | Sell |
-5,116
| Closed | -$254K | – | 2120 |
|
|
2019
Q4 | $254K | Sell |
5,116
-1,558
| -23% | -$73.3K | ﹤0.01% | 1495 |
|
|
2019
Q3 | $299K | Buy |
6,674
+2,018
| +43% | +$90K | ﹤0.01% | 1363 |
|
|
2019
Q2 | $208K | Buy |
+4,656
| New | +$206K | ﹤0.01% | 1596 |
|
|
2018
Q1 | – | Sell |
-4,846
| Closed | -$260K | – | 2140 |
|
|
2017
Q4 | $260K | Buy |
+4,846
| New | +$245K | ﹤0.01% | 1434 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$24K | – | 3825 |
|
|
2017
Q2 | $24K | Hold |
500
| – | – | ﹤0.01% | 3061 |
|
|
2017
Q1 | $25K | Hold |
500
| – | – | ﹤0.01% | 2980 |
|
|
2016
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2966 |
|
|
2016
Q3 | $18K | Sell |
500
-7,340
| -94% | -$265K | ﹤0.01% | 3136 |
|
|
2016
Q2 | $277K | Buy |
7,840
+6,340
| +423% | +$212K | ﹤0.01% | 1092 |
|
|
2016
Q1 | $46K | Buy |
+1,500
| New | +$44.6K | ﹤0.01% | 2167 |
|
|
2015
Q4 | – | Sell |
-662
| Closed | -$24K | – | 4613 |
|
|
2015
Q3 | $24K | Buy |
+662
| New | +$24.4K | ﹤0.01% | 2597 |
|
|
2015
Q2 | – | Sell |
-266
| Closed | -$9K | – | 3128 |
|
|
2015
Q1 | $9K | Buy |
+266
| New | +$7.88K | ﹤0.01% | 3276 |
|
Other funds holding HTLF
Creative Planning's HTLF Position: Q1 2025 in Review
Creative Planning sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 28,921 shares — an estimated $1.77M sold.
Creative Planning first reported a position in HTLF in Q1 2015 and held it in 29 quarters. The position peaked at $1.77M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Creative Planning reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Creative Planning sold 28,921 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.77M.
- Creative Planning first reported a position in Heartland Financial USA, Inc. in Q1 2015 and held it in 29 quarters.
- Creative Planning's Heartland Financial USA, Inc. position peaked at $1.77M in Q4 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.