Creative Planning’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 | $31.1K | Sell |
11,152
-4,977
| -31% | -$13.9K | ﹤0.01% | 3535 |
|
|
2025
Q1 | $57.9K | Buy |
+16,129
| New | +$57.9K | ﹤0.01% | 3314 |
|
|
2021
Q4 | – | Sell |
-19,437
| Closed | -$144K | – | 2093 |
|
|
2021
Q3 | $144K | Buy |
+19,437
| New | +$144K | ﹤0.01% | 1899 |
|
|
2021
Q2 | – | Sell |
-15,777
| Closed | -$119K | – | 2061 |
|
|
2021
Q1 | $119K | Buy |
+15,777
| New | +$119K | ﹤0.01% | 2166 |
|