EverSource Wealth Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-31
| Closed | -$1.9K | – | 4216 |
|
|
2024
Q4 | $1.9K | Sell |
31
-12
| -28% | -$735 | ﹤0.01% | 2729 |
|
|
2024
Q3 | $2.44K | Hold |
43
| – | – | ﹤0.01% | 2482 |
|
|
2024
Q2 | $2.34K | Buy |
43
+13
| +43% | +$709 | ﹤0.01% | 2498 |
|
|
2024
Q1 | $1.26K | Buy |
+30
| New | +$1.26K | ﹤0.01% | 2509 |
|
|
2023
Q4 | – | Sell |
-35
| Closed | -$1.03K | – | 2768 |
|
|
2023
Q3 | $1.03K | Buy |
+35
| New | +$1.03K | ﹤0.01% | 2201 |
|