AE Wealth Management’s Cleveland-Cliffs CLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Buy |
+38,509
| New | +$293K | ﹤0.01% | 1129 |
|
|
2025
Q1 | – | Sell |
-23,953
| Closed | -$225K | – | 2165 |
|
|
2024
Q4 | $225K | Buy |
23,953
+10,758
| +82% | +$101K | ﹤0.01% | 1229 |
|
|
2024
Q3 | $169K | Buy |
13,195
+1,511
| +13% | +$19.3K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $180K | Sell |
11,684
-369
| -3% | -$5.68K | ﹤0.01% | 1174 |
|
|
2024
Q1 | $274K | Sell |
12,053
-8,775
| -42% | -$200K | ﹤0.01% | 990 |
|
|
2023
Q4 | $384K | Buy |
20,828
+1,004
| +5% | +$18.5K | ﹤0.01% | 1583 |
|
|
2023
Q3 | $310K | Buy |
19,824
+845
| +4% | +$13.2K | ﹤0.01% | 1598 |
|
|
2023
Q2 | $318K | Sell |
18,979
-3,651
| -16% | -$61.2K | ﹤0.01% | 1589 |
|
|
2023
Q1 | $415K | Buy |
22,630
+11,818
| +109% | +$217K | ﹤0.01% | 1426 |
|
|
2022
Q4 | $174K | Sell |
10,812
-925
| -8% | -$14.9K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $158K | Sell |
11,737
-57,226
| -83% | -$770K | ﹤0.01% | 1628 |
|
|
2022
Q2 | $1.06M | Buy |
68,963
+60,166
| +684% | +$925K | 0.01% | 866 |
|
|
2022
Q1 | $283K | Sell |
8,797
-26,583
| -75% | -$855K | ﹤0.01% | 1438 |
|
|
2021
Q4 | $770K | Buy |
35,380
+9,274
| +36% | +$202K | 0.01% | 1062 |
|
|
2021
Q3 | $517K | Buy |
+26,106
| New | +$517K | ﹤0.01% | 1157 |
|
|
2021
Q2 | – | Sell |
-25,780
| Closed | -$518K | – | 1576 |
|
|
2021
Q1 | $518K | Buy |
+25,780
| New | +$518K | 0.01% | 1012 |
|