Larson Financial Group’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 |
-255
| Closed | -$15.6K | – | 3230 |
|
|
2024
Q4 | $15.6K | Sell |
255
-177
| -41% | -$11.1K | ﹤0.01% | 1315 |
|
|
2024
Q3 | $24.5K | Buy |
432
+2
| +0.5% | +$105 | ﹤0.01% | 1125 |
|
|
2024
Q2 | $19.1K | Hold |
430
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q1 | $15.1K | Sell |
430
-150
| -26% | -$5.24K | ﹤0.01% | 952 |
|
|
2023
Q4 | $21.8K | Hold |
580
| – | – | ﹤0.01% | 830 |
|
|
2023
Q3 | $17.1K | Sell |
580
-100
| -15% | -$3.11K | ﹤0.01% | 860 |
|
|
2023
Q2 | $19K | Hold |
680
| – | – | ﹤0.01% | 749 |
|
|
2023
Q1 | $26.1K | Hold |
680
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $31.7K | Buy |
680
+1
| +0.1% | +$47 | ﹤0.01% | 601 |
|
|
2022
Q3 | $29K | Buy |
679
+1
| +0.1% | +$44 | ﹤0.01% | 556 |
|
|
2022
Q2 | $28K | Buy |
678
+2
| +0.3% | +$88 | ﹤0.01% | 484 |
|
|
2022
Q1 | $32K | Sell |
676
-100
| -13% | -$5.06K | 0.01% | 444 |
|
|
2021
Q4 | $39K | Buy |
776
+2
| +0.3% | +$101 | 0.01% | 423 |
|
|
2021
Q3 | $37K | Sell |
774
-316
| -29% | -$14.7K | 0.01% | 352 |
|
|
2021
Q2 | $51K | Buy |
1,090
+3
| +0.3% | +$149 | 0.01% | 275 |
|
|
2021
Q1 | $55K | Buy |
1,087
+3
| +0.3% | +$141 | 0.02% | 244 |
|
|
2020
Q4 | $44K | Buy |
1,084
+4
| +0.4% | +$150 | 0.02% | 236 |
|
|
2020
Q3 | $32K | Buy |
1,080
+3
| +0.3% | +$96 | 0.01% | 258 |
|
|
2020
Q2 | $36K | Sell |
1,077
-22
| -2% | -$688 | 0.02% | 218 |
|
|
2020
Q1 | $33K | Buy |
1,099
+3
| +0.3% | +$131 | 0.02% | 182 |
|
|
2019
Q4 | $55K | Buy |
1,096
+3
| +0.3% | +$141 | 0.03% | 148 |
|
|
2019
Q3 | $49K | Sell |
1,093
-274
| -20% | -$12.2K | 0.03% | 149 |
|
|
2019
Q2 | $61K | Buy |
1,367
+4
| +0.3% | +$177 | 0.05% | 111 |
|
|
2019
Q1 | $58K | Buy |
1,363
+3
| +0.2% | +$139 | 0.05% | 107 |
|
|
2018
Q4 | $60K | Buy |
+1,360
| New | +$71.3K | 0.06% | 100 |
|
Other funds holding HTLF
Larson Financial Group's HTLF Position: Q1 2025 in Review
Larson Financial Group sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 255 shares — an estimated $15.6K sold.
Larson Financial Group first reported a position in HTLF in Q4 2018 and held it in 25 quarters. The position peaked at $61K in Q2 2019. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Larson Financial Group reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Larson Financial Group sold 255 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $15.6K.
- Larson Financial Group first reported a position in Heartland Financial USA, Inc. in Q4 2018 and held it in 25 quarters.
- Larson Financial Group's Heartland Financial USA, Inc. position peaked at $61K in Q2 2019.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.