SIC
HTLF

SJS Investment Consulting’s Heartland Financial USA, Inc. HTLF Stock Holding History

SJS Investment Consulting’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8
Closed -$491 – 1691
2024
Q4 		$491 Sell
8
-2
-20% -$125 ﹤0.01% 1243
2024
Q3 		$567 Hold
10
– – ﹤0.01% 1285
2024
Q2 		$445 Hold
10
– – ﹤0.01% 1331
2024
Q1 		$352 Hold
10
– – ﹤0.01% 1392
2023
Q4 		$377 Buy
10
+1
+11% +$32 ﹤0.01% 1331
2023
Q3 		$265 Buy
9
+4
+80% +$124 ﹤0.01% 1404
2023
Q2 		$140 Buy
5
+2
+67% +$62 ﹤0.01% 1469
2023
Q1 		$116 Sell
3
-8
-73% -$367 ﹤0.01% 1446
2022
Q4 		$513 Buy
11
+7
+175% +$331 ﹤0.01% 1208
2022
Q3 		$0 Buy
+4
New +$177 ﹤0.01% 1636
2022
Q1 		$10K Buy
201
+1
+0.5% +$51 ﹤0.01% 389
2021
Q4 		$10K Buy
+200
New +$10.1K ﹤0.01% 380

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

SJS Investment Consulting's HTLF Position: Q1 2025 in Review

SJS Investment Consulting sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 8 shares — an estimated $491 sold.

SJS Investment Consulting first reported a position in HTLF in Q4 2021 and held it in 12 quarters. The position peaked at $10K in Q1 2022. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • SJS Investment Consulting reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 8 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $491.
  • SJS Investment Consulting first reported a position in Heartland Financial USA, Inc. in Q4 2021 and held it in 12 quarters.
  • SJS Investment Consulting's Heartland Financial USA, Inc. position peaked at $10K in Q1 2022.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on SJS Investment Consulting's 13F filing for Q1 2025, filed 15 Apr 2025.