Winch 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 |
-423
| Closed | -$25.9K | – | 553 |
|
|
2024
Q4 | $25.9K | Buy |
423
+2
| +0.5% | +$125 | 0.01% | 207 |
|
|
2024
Q3 | $23.9K | Buy |
421
+2
| +0.5% | +$105 | 0.01% | 206 |
|
|
2024
Q2 | $18.6K | Buy |
419
+3
| +0.7% | +$122 | 0.01% | 217 |
|
|
2024
Q1 | $14.6K | Buy |
416
+4
| +1% | +$140 | ﹤0.01% | 230 |
|
|
2023
Q4 | $15.5K | Buy |
412
+4
| +1% | +$126 | 0.01% | 222 |
|
|
2023
Q3 | $12K | Buy |
408
+4
| +1% | +$124 | ﹤0.01% | 239 |
|
|
2023
Q2 | $11K | Buy |
404
+4
| +1% | +$124 | ﹤0.01% | 250 |
|
|
2023
Q1 | $15K | Buy |
400
+2
| +0.5% | +$92 | 0.01% | 218 |
|
|
2022
Q4 | $19K | Buy |
398
+3
| +0.8% | +$142 | 0.01% | 191 |
|
|
2022
Q3 | $17K | Buy |
395
+2
| +0.5% | +$89 | 0.01% | 182 |
|
|
2022
Q2 | $16K | Hold |
393
| – | – | 0.01% | 199 |
|
|
2022
Q1 | $19K | Buy |
393
+2
| +0.5% | +$101 | 0.01% | 207 |
|
|
2021
Q4 | $20K | Buy |
391
+2
| +0.5% | +$101 | 0.01% | 208 |
|
|
2021
Q3 | $19K | Buy |
389
+2
| +0.5% | +$93 | 0.01% | 216 |
|
|
2021
Q2 | $18K | Buy |
387
+2
| +0.5% | +$100 | 0.01% | 218 |
|
|
2021
Q1 | $19K | Buy |
385
+2
| +0.5% | +$94 | 0.01% | 190 |
|
|
2020
Q4 | $15K | Buy |
383
+2
| +0.5% | +$75 | 0.01% | 190 |
|
|
2020
Q3 | $11K | Buy |
381
+2
| +0.5% | +$64 | ﹤0.01% | 205 |
|
|
2020
Q2 | $13K | Buy |
379
+2
| +0.5% | +$63 | 0.01% | 178 |
|
|
2020
Q1 | $11K | Buy |
377
+2
| +0.5% | +$88 | 0.01% | 166 |
|
|
2019
Q4 | $19K | Buy |
375
+1
| +0.3% | +$47 | 0.01% | 165 |
|
|
2019
Q3 | $17K | Buy |
374
+2
| +0.5% | +$89 | 0.01% | 156 |
|
|
2019
Q2 | $17K | Buy |
372
+1
| +0.3% | +$44 | 0.01% | 166 |
|
|
2019
Q1 | $16K | Buy |
371
+2
| +0.5% | +$93 | 0.01% | 168 |
|
|
2018
Q4 | $16K | Buy |
369
+1
| +0.3% | +$52 | 0.01% | 148 |
|
|
2018
Q3 | $21K | Buy |
368
+1
| +0.3% | +$59 | 0.01% | 138 |
|
|
2018
Q2 | $20K | Buy |
367
+1
| +0.3% | +$55 | 0.01% | 153 |
|
|
2018
Q1 | $19K | Buy |
366
+1
| +0.3% | +$54 | 0.01% | 155 |
|
|
2017
Q4 | $20K | Buy |
365
+1
| +0.3% | +$51 | 0.01% | 146 |
|
|
2017
Q3 | $18K | Buy |
364
+1
| +0.3% | +$46 | 0.01% | 141 |
|
|
2017
Q2 | $17K | Hold |
363
| – | – | 0.01% | 161 |
|
|
2017
Q1 | $18K | Buy |
363
+1
| +0.3% | +$48 | 0.01% | 149 |
|
|
2016
Q4 | $17K | Buy |
362
+2
| +0.6% | +$83 | 0.01% | 129 |
|
|
2016
Q3 | $13K | Buy |
+360
| New | +$13K | 0.01% | 142 |
|
|
2016
Q2 | – | Sell |
-358
| Closed | -$11K | – | 288 |
|
|
2016
Q1 | $11K | Buy |
+358
| New | +$10.7K | 0.02% | 116 |
|
|
2014
Q2 | – | Sell |
-348
| Closed | -$9K | – | 298 |
|
|
2014
Q1 | $9K | Buy |
+348
| New | +$9.2K | 0.01% | 188 |
|
Other funds holding HTLF
Winch Advisory Services's HTLF Position: Q1 2025 in Review
Winch Advisory Services sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 423 shares — an estimated $25.9K sold.
Winch Advisory Services first reported a position in HTLF in Q1 2014 and held it in 36 quarters. The position peaked at $25.9K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.
- Winch Advisory Services reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
- Winch Advisory Services sold 423 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $25.9K.
- Winch Advisory Services first reported a position in Heartland Financial USA, Inc. in Q1 2014 and held it in 36 quarters.
- Winch Advisory Services's Heartland Financial USA, Inc. position peaked at $25.9K in Q4 2024.
- 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.
Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.