SCM
HTLF

Steele Capital Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Steele Capital Management’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
-10,496
Closed -$643K – 80
2024
Q4 		$643K Buy
10,496
+250
+2% +$15.6K 0.03% 71
2024
Q3 		$581K Sell
10,246
-23,596
-70% -$1.23M 0.03% 68
2024
Q2 		$1.5M Buy
33,842
+22,328
+194% +$905K 0.08% 57
2024
Q1 		$405K Sell
11,514
-133
-1% -$4.64K 0.02% 114
2023
Q4 		$438K Buy
+11,647
New +$368K 0.03% 102

Other funds holding HTLF

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

Steele Capital Management's HTLF Position: Q1 2025 in Review

Steele Capital Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 10,496 shares — an estimated $643K sold.

Steele Capital Management first reported a position in HTLF in Q4 2023 and held it in 5 quarters. The position peaked at $1.5M in Q2 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Steele Capital Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Steele Capital Management sold 10,496 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $643K.
  • Steele Capital Management first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 5 quarters.
  • Steele Capital Management's Heartland Financial USA, Inc. position peaked at $1.5M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Steele Capital Management's 13F filing for Q1 2025, filed 16 Apr 2025.