CA
HTLF

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

Clearstead Advisors’s Portfolio HTLF Stock Details HTLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,828
Closed -$235K – 2331
2024
Q4 		$235K Sell
3,828
-409
-10% -$25.1K ﹤0.01% 806
2024
Q3 		$240K Hold
4,237
– – ﹤0.01% 787
2024
Q2 		$188K Buy
+4,237
New +$188K ﹤0.01% 834