Integrated Investment Consultants’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 |
-8,702
| Closed | -$533K | – | 339 |
|
|
2024
Q4 | $533K | Buy |
8,702
+170
| +2% | +$10.6K | 0.11% | 145 |
|
|
2024
Q3 | $484K | Sell |
8,532
-352
| -4% | -$18.4K | 0.11% | 142 |
|
|
2024
Q2 | $312K | Hold |
8,884
| – | – | 0.09% | 192 |
|
|
2024
Q1 | $312K | Sell |
8,884
-526
| -6% | -$18.4K | 0.09% | 192 |
|
|
2023
Q4 | $354K | Buy |
9,410
+114
| +1% | +$3.6K | 0.11% | 165 |
|
|
2023
Q3 | $274K | Buy |
9,296
+67
| +0.7% | +$2.08K | 0.1% | 177 |
|
|
2023
Q2 | $257K | Hold |
9,229
| – | – | 0.08% | 220 |
|
|
2023
Q1 | $354K | Buy |
9,229
+1,688
| +22% | +$77.4K | 0.11% | 166 |
|
|
2022
Q4 | $352K | Buy |
7,541
+35
| +0.5% | +$1.66K | 0.12% | 149 |
|
|
2022
Q3 | $325K | Hold |
7,506
| – | – | 0.13% | 134 |
|
|
2022
Q2 | $312K | Sell |
7,506
-183
| -2% | -$8.05K | 0.11% | 154 |
|
|
2022
Q1 | $368K | Buy |
7,689
+184
| +2% | +$9.31K | 0.1% | 187 |
|
|
2021
Q4 | $380K | Sell |
7,505
-9
| -0.1% | -$453 | 0.1% | 186 |
|
|
2021
Q3 | $361K | Buy |
7,514
+75
| +1% | +$3.48K | 0.11% | 183 |
|
|
2021
Q2 | $350K | Buy |
7,439
+2,864
| +63% | +$143K | 0.1% | 192 |
|
|
2021
Q1 | $230K | Buy |
+4,575
| New | +$215K | 0.08% | 226 |
|
|
2018
Q4 | – | Sell |
-3,767
| Closed | -$219K | – | 190 |
|
|
2018
Q3 | $219K | Buy |
+3,767
| New | +$224K | 0.11% | 156 |
|
|
2018
Q2 | – | Sell |
-2,546
| Closed | -$135K | – | 735 |
|
|
2018
Q1 | $135K | Buy |
+2,546
| New | +$137K | 0.05% | 259 |
|
Other funds holding HTLF
Integrated Investment Consultants's HTLF Position: Q1 2025 in Review
Integrated Investment Consultants sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 8,702 shares — an estimated $533K sold.
Integrated Investment Consultants first reported a position in HTLF in Q1 2018 and held it in 18 quarters. The position peaked at $533K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Integrated Investment Consultants reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Integrated Investment Consultants sold 8,702 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $533K.
- Integrated Investment Consultants first reported a position in Heartland Financial USA, Inc. in Q1 2018 and held it in 18 quarters.
- Integrated Investment Consultants's Heartland Financial USA, Inc. position peaked at $533K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Integrated Investment Consultants's 13F filing for Q1 2025, filed 7 May 2025.