GFPC
HTLF

Global Financial Private Client’s Heartland Financial USA, Inc. HTLF Stock Holding History

Global Financial Private Client’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
-2
Closed -$123 – 1707
2024
Q4 		$123 Buy
+2
New +$125 ﹤0.01% 1437

Other funds holding HTLF

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

Global Financial Private Client's HTLF Position: Q1 2025 in Review

Global Financial Private Client sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 2 shares — an estimated $123 sold.

Global Financial Private Client first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $123 in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Global Financial Private Client reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Global Financial Private Client sold 2 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $123.
  • Global Financial Private Client first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
  • Global Financial Private Client's Heartland Financial USA, Inc. position peaked at $123 in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Global Financial Private Client's 13F filing for Q1 2025, filed 8 Apr 2025.