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

Clearstead Advisors’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	-3,828	Closed	-$235K	–	2332
2024 Q4	$235K	Sell	3,828 -409	-10%	-$25.6K	﹤0.01%	808
2024 Q3	$240K	Hold	4,237	–	–	﹤0.01%	788
2024 Q2	$188K	Buy	+4,237	New	+$172K	﹤0.01%	835

Other funds holding HTLF

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

Clearstead Advisors's HTLF Position: Q1 2025 in Review

Clearstead Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 3,828 shares — an estimated $235K sold.

Clearstead Advisors first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Clearstead Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Clearstead Advisors sold 3,828 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $235K.
Clearstead Advisors first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Clearstead Advisors's Heartland Financial USA, Inc. position peaked at $240K in Q3 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Clearstead Advisors's 13F filing for Q1 2025, filed 13 May 2025.