Marquette Asset Management’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 |
-1,479
| Closed | -$90.7K | – | 208 |
|
|
2024
Q4 | $90.7K | Hold |
1,479
| – | – | 0.01% | 129 |
|
|
2024
Q3 | $83.9K | Hold |
1,479
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $65.7K | Hold |
1,479
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $52K | Hold |
1,479
| – | – | 0.01% | 140 |
|
|
2023
Q4 | $55.6K | Hold |
1,479
| – | – | 0.01% | 137 |
|
|
2023
Q3 | $43.5K | Hold |
1,479
| – | – | 0.01% | 142 |
|
|
2023
Q2 | $41.2K | Hold |
1,479
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $56.7K | Hold |
1,479
| – | – | 0.02% | 142 |
|
|
2022
Q4 | $69K | Hold |
1,479
| – | – | 0.02% | 140 |
|
|
2022
Q3 | $64K | Hold |
1,479
| – | – | 0.02% | 130 |
|
|
2022
Q2 | $61K | Hold |
1,479
| – | – | 0.02% | 155 |
|
|
2022
Q1 | $71K | Hold |
1,479
| – | – | 0.02% | 169 |
|
|
2021
Q4 | $75K | Hold |
1,479
| – | – | 0.02% | 168 |
|
|
2021
Q3 | $71K | Hold |
1,479
| – | – | 0.02% | 160 |
|
|
2021
Q2 | $69K | Hold |
1,479
| – | – | 0.02% | 155 |
|
|
2021
Q1 | $74K | Hold |
1,479
| – | – | 0.02% | 142 |
|
|
2020
Q4 | $60K | Hold |
1,479
| – | – | 0.01% | 152 |
|
|
2020
Q3 | $44K | Hold |
1,479
| – | – | 0.01% | 145 |
|
|
2020
Q2 | $49K | Hold |
1,479
| – | – | 0.02% | 148 |
|
|
2020
Q1 | $45K | Hold |
1,479
| – | – | 0.02% | 159 |
|
|
2019
Q4 | $74K | Hold |
1,479
| – | – | 0.02% | 120 |
|
|
2019
Q3 | $66K | Hold |
1,479
| – | – | 0.02% | 134 |
|
|
2019
Q2 | $66K | Hold |
1,479
| – | – | 0.02% | 131 |
|
|
2019
Q1 | $63K | Buy |
+1,479
| New | +$68.7K | 0.02% | 138 |
|
Other funds holding HTLF
Marquette Asset Management's HTLF Position: Q1 2025 in Review
Marquette Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1,479 shares — an estimated $90.7K sold.
Marquette Asset Management first reported a position in HTLF in Q1 2019 and held it in 24 quarters. The position peaked at $90.7K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Marquette Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Marquette Asset Management sold 1,479 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $90.7K.
- Marquette Asset Management first reported a position in Heartland Financial USA, Inc. in Q1 2019 and held it in 24 quarters.
- Marquette Asset Management's Heartland Financial USA, Inc. position peaked at $90.7K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Marquette Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.