N.E.W. Advisory Services’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 |
-7,027
| Closed | -$431K | – | 897 |
|
|
2024
Q4 | $431K | Sell |
7,027
-1,225
| -15% | -$76.7K | 0.04% | 125 |
|
|
2024
Q3 | $468K | Hold |
8,252
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $367K | Hold |
8,252
| – | – | 0.04% | 124 |
|
|
2024
Q1 | $290K | Hold |
8,252
| – | – | 0.03% | 140 |
|
|
2023
Q4 | $310K | Hold |
8,252
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $243K | Hold |
8,252
| – | – | 0.03% | 134 |
|
|
2023
Q2 | $230K | Hold |
8,252
| – | – | 0.03% | 122 |
|
|
2023
Q1 | $317K | Hold |
8,252
| – | – | 0.05% | 103 |
|
|
2022
Q4 | $385K | Hold |
8,252
| – | – | 0.06% | 94 |
|
|
2022
Q3 | $358K | Hold |
8,252
| – | – | 0.06% | 88 |
|
|
2022
Q2 | $343K | Sell |
8,252
-975
| -11% | -$42.9K | 0.06% | 91 |
|
|
2022
Q1 | $464K | Buy |
9,227
+975
| +12% | +$49.3K | 0.09% | 81 |
|
|
2021
Q4 | $418K | Sell |
8,252
-975
| -11% | -$49.1K | 0.06% | 95 |
|
|
2021
Q3 | $444K | Hold |
9,227
| – | – | 0.07% | 87 |
|
|
2021
Q2 | $434K | Hold |
9,227
| – | – | 0.07% | 89 |
|
|
2021
Q1 | $465K | Hold |
9,227
| – | – | 0.09% | 82 |
|
|
2020
Q4 | $372K | Sell |
9,227
-855
| -8% | -$32.1K | 0.08% | 100 |
|
|
2020
Q3 | $303K | Hold |
10,082
| – | – | 0.09% | 76 |
|
|
2020
Q2 | $337K | Buy |
+10,082
| New | +$315K | 0.1% | 70 |
|
|
2019
Q4 | $501K | Buy |
+10,082
| New | +$474K | 0.16% | 57 |
|
Other funds holding HTLF
N.E.W. Advisory Services's HTLF Position: Q1 2025 in Review
N.E.W. Advisory Services sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 7,027 shares — an estimated $431K sold.
N.E.W. Advisory Services first reported a position in HTLF in Q4 2019 and held it in 20 quarters. The position peaked at $501K in Q4 2019. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- N.E.W. Advisory Services reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- N.E.W. Advisory Services sold 7,027 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $431K.
- N.E.W. Advisory Services first reported a position in Heartland Financial USA, Inc. in Q4 2019 and held it in 20 quarters.
- N.E.W. Advisory Services's Heartland Financial USA, Inc. position peaked at $501K in Q4 2019.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on N.E.W. Advisory Services's 13F filing for Q1 2025, filed 7 May 2025.