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

EverSource Wealth 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	-31	Closed	-$1.9K	–	4210
2024 Q4	$1.9K	Sell	31 -12	-28%	-$751	﹤0.01%	2729
2024 Q3	$2.44K	Hold	43	–	–	﹤0.01%	2482
2024 Q2	$2.34K	Buy	43 +13	+43%	+$527	﹤0.01%	2498
2024 Q1	$1.26K	Buy	+30	New	+$1.05K	﹤0.01%	2509
2023 Q4	–	Sell	-35	Closed	-$1.03K	–	2761
2023 Q3	$1.03K	Buy	+35	New	+$1.09K	﹤0.01%	2201

Other funds holding HTLF

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

EverSource Wealth Advisors's HTLF Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 31 shares — an estimated $1.9K sold.

EverSource Wealth Advisors first reported a position in HTLF in Q3 2023 and held it in 5 quarters. The position peaked at $2.44K in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

EverSource Wealth Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 31 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $1.9K.
EverSource Wealth Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2023 and held it in 5 quarters.
EverSource Wealth Advisors's Heartland Financial USA, Inc. position peaked at $2.44K in Q3 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

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