CAPTRUST Financial Advisors’s Clover Health Investments CLOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-49,567
| Closed | -$156K | – | 2372 |
|
|
2024
Q4 | $156K | Buy |
+49,567
| New | +$156K | ﹤0.01% | 2169 |
|
|
2024
Q3 | – | Sell |
-40,920
| Closed | -$50.3K | – | 2305 |
|
|
2024
Q2 | $50.3K | Buy |
40,920
+486
| +1% | +$598 | ﹤0.01% | 2147 |
|
|
2024
Q1 | $32.1K | Sell |
40,434
-30,084
| -43% | -$23.9K | ﹤0.01% | 2104 |
|
|
2023
Q4 | $67.1K | Buy |
70,518
+20,002
| +40% | +$19K | ﹤0.01% | 2564 |
|
|
2023
Q3 | $54.6K | Buy |
50,516
+10,436
| +26% | +$11.3K | ﹤0.01% | 2474 |
|
|
2023
Q2 | $36K | Hold |
40,080
| – | – | ﹤0.01% | 2444 |
|
|
2023
Q1 | $33.9K | Buy |
+40,080
| New | +$33.9K | ﹤0.01% | 2231 |
|
|
2022
Q4 | – | Sell |
-31,453
| Closed | -$53K | – | 2084 |
|
|
2022
Q3 | $53K | Buy |
31,453
+30,364
| +2,788% | +$51.2K | ﹤0.01% | 1980 |
|
|
2022
Q2 | $2K | Buy |
1,089
+291
| +36% | +$534 | ﹤0.01% | 4437 |
|
|
2022
Q1 | $3K | Buy |
798
+26
| +3% | +$98 | ﹤0.01% | 4341 |
|
|
2021
Q4 | $3K | Buy |
772
+170
| +28% | +$661 | ﹤0.01% | 4264 |
|
|
2021
Q3 | $4K | Buy |
602
+2
| +0.3% | +$13 | ﹤0.01% | 4017 |
|
|
2021
Q2 | $8K | Buy |
600
+500
| +500% | +$6.67K | ﹤0.01% | 3653 |
|
|
2021
Q1 | $1K | Sell |
100
-900
| -90% | -$9K | ﹤0.01% | 4173 |
|
|
2020
Q4 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 2319 |
|