USA Financial Formulas’s Heartland Financial USA, Inc. HTLF Stock Holding History

USA Financial Formulas’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	-2,018	Closed	-$124K	–	377
2024 Q4	$124K	Buy	2,018 +958	+90%	+$60K	0.02%	198
2024 Q3	$60.1K	Buy	1,060 +232	+28%	+$12.1K	0.01%	209
2024 Q2	$36.8K	Buy	+828	New	+$33.6K	0.01%	230

Other funds holding HTLF

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

USA Financial Formulas's HTLF Position: Q1 2025 in Review

USA Financial Formulas sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 2,018 shares — an estimated $124K sold.

USA Financial Formulas first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $124K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

USA Financial Formulas reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
USA Financial Formulas sold 2,018 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $124K.
USA Financial Formulas first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
USA Financial Formulas's Heartland Financial USA, Inc. position peaked at $124K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on USA Financial Formulas's 13F filing for Q1 2025, filed 15 Apr 2025.