Allworth Financial’s Clover Health Investments CLOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32K | Buy |
2,982
+1,771
| +146% | +$4.94K | ﹤0.01% | 2977 |
|
|
2025
Q1 | $4.2K | Buy |
1,211
+715
| +144% | +$2.48K | ﹤0.01% | 2856 |
|
|
2024
Q4 | $2.14K | Buy |
496
+85
| +21% | +$366 | ﹤0.01% | 3134 |
|
|
2024
Q3 | $1.16K | Hold |
411
| – | – | ﹤0.01% | 3170 |
|
|
2024
Q2 | $670 | Buy |
411
+111
| +37% | +$181 | ﹤0.01% | 3287 |
|
|
2024
Q1 | $239 | Hold |
300
| – | – | ﹤0.01% | 3424 |
|
|
2023
Q4 | $286 | Hold |
300
| – | – | ﹤0.01% | 3246 |
|
|
2023
Q3 | $324 | Hold |
300
| – | – | ﹤0.01% | 3150 |
|
|
2023
Q2 | $270 | Hold |
300
| – | – | ﹤0.01% | 3041 |
|
|
2023
Q1 | $254 | Sell |
300
-699
| -70% | -$592 | ﹤0.01% | 2960 |
|
|
2022
Q4 | $929 | Buy |
+999
| New | +$929 | ﹤0.01% | 2497 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$8K | – | 1499 |
|
|
2020
Q4 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 877 |
|