SPIA
HTLF

Steward Partners Investment Advisory’s Heartland Financial USA, Inc. HTLF Stock Holding History

Steward Partners Investment Advisory’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
-3,236
Closed -$198K – 4186
2024
Q4 		$198K Buy
3,236
+2,174
+205% +$136K ﹤0.01% 1619
2024
Q3 		$60.2K Hold
1,062
– – ﹤0.01% 2136
2024
Q2 		$47.2K Buy
1,062
+1,000
+1,613% +$40.5K ﹤0.01% 2135
2024
Q1 		$2.18K Hold
62
– – ﹤0.01% 3272
2023
Q4 		$2.33K Buy
+62
New +$1.96K ﹤0.01% 3173
2018
Q3 		– Sell
-33
Closed -$2K – 2735
2018
Q2 		$2K Buy
+33
New +$1.81K ﹤0.01% 2272

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Steward Partners Investment Advisory's HTLF Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,236 shares — an estimated $198K sold.

Steward Partners Investment Advisory first reported a position in HTLF in Q2 2018 and held it in 6 quarters. The position peaked at $198K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,236 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $198K.
  • Steward Partners Investment Advisory first reported a position in Heartland Financial USA, Inc. in Q2 2018 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Heartland Financial USA, Inc. position peaked at $198K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.