DiNuzzo Private Wealth’s Heartland Financial USA, Inc. HTLF Stock Holding History

DiNuzzo Private Wealth’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	-6	Closed	-$368	–	1434
2024 Q4	$368	Hold	6	–	–	﹤0.01%	1169
2024 Q3	$341	Hold	6	–	–	﹤0.01%	1207
2024 Q2	$267	Buy	6 +1	+20%	+$41	﹤0.01%	1218
2024 Q1	$176	Hold	5	–	–	﹤0.01%	1217
2023 Q4	$189	Buy	+5	New	+$158	﹤0.01%	1233

Other funds holding HTLF

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

DiNuzzo Private Wealth's HTLF Position: Q1 2025 in Review

DiNuzzo Private Wealth sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 6 shares — an estimated $368 sold.

DiNuzzo Private Wealth first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $368 in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

DiNuzzo Private Wealth reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 6 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $368.
DiNuzzo Private Wealth first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
DiNuzzo Private Wealth's Heartland Financial USA, Inc. position peaked at $368 in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.