Lindbrook Capital’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 |
-65
| Closed | -$3.98K | – | 2967 |
|
|
2024
Q4 | $3.98K | Sell |
65
-12
| -16% | -$751 | ﹤0.01% | 2085 |
|
|
2024
Q3 | $4.37K | Buy |
77
+21
| +38% | +$1.1K | ﹤0.01% | 2066 |
|
|
2024
Q2 | $2.49K | Buy |
56
+46
| +460% | +$1.86K | ﹤0.01% | 2280 |
|
|
2024
Q1 | $352 | Hold |
10
| – | – | ﹤0.01% | 2552 |
|
|
2023
Q4 | $376 | Sell |
10
-17
| -63% | -$537 | ﹤0.01% | 2607 |
|
|
2023
Q3 | $795 | Sell |
27
-88
| -77% | -$2.74K | ﹤0.01% | 2417 |
|
|
2023
Q2 | $3.21K | Buy |
115
+86
| +297% | +$2.67K | ﹤0.01% | 1984 |
|
|
2023
Q1 | $1.11K | Sell |
29
-145
| -83% | -$6.65K | ﹤0.01% | 2433 |
|
|
2022
Q4 | $8.11K | Sell |
174
-2
| -1% | -$95 | ﹤0.01% | 1540 |
|
|
2022
Q3 | $8K | Sell |
176
-92
| -34% | -$4.08K | ﹤0.01% | 1461 |
|
|
2022
Q2 | $11K | Sell |
268
-107
| -29% | -$4.71K | ﹤0.01% | 1235 |
|
|
2022
Q1 | $18K | Sell |
375
-1,605
| -81% | -$81.2K | ﹤0.01% | 1064 |
|
|
2021
Q4 | $100K | Buy |
1,980
+1,962
| +10,900% | +$98.8K | 0.02% | 495 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 1810 |
|
|
2021
Q2 | $1K | Hold |
18
| – | – | ﹤0.01% | 1861 |
|
|
2021
Q1 | $1K | Hold |
18
| – | – | ﹤0.01% | 1824 |
|
|
2020
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1724 |
|
|
2020
Q3 | $1K | Buy |
+18
| New | +$578 | ﹤0.01% | 1684 |
|
Other funds holding HTLF
Lindbrook Capital's HTLF Position: Q1 2025 in Review
Lindbrook Capital sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 65 shares — an estimated $3.98K sold.
Lindbrook Capital first reported a position in HTLF in Q3 2020 and held it in 18 quarters. The position peaked at $100K in Q4 2021. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Lindbrook Capital reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Lindbrook Capital sold 65 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $3.98K.
- Lindbrook Capital first reported a position in Heartland Financial USA, Inc. in Q3 2020 and held it in 18 quarters.
- Lindbrook Capital's Heartland Financial USA, Inc. position peaked at $100K in Q4 2021.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.