EverSource Wealth Advisors’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
$13.7K Sell
1,798
-3,478
-66% -$26.4K ﹤0.01% 2584
2025
Q1
$43.4K Buy
5,276
+495
+10% +$4.07K ﹤0.01% 1297
2024
Q4
$44.9K Buy
4,781
+164
+4% +$1.54K ﹤0.01% 1236
2024
Q3
$59K Buy
4,617
+9
+0.2% +$115 ﹤0.01% 999
2024
Q2
$70.7K Buy
4,608
+2,723
+144% +$41.8K ﹤0.01% 938
2024
Q1
$31.9K Buy
1,885
+1,343
+248% +$22.7K ﹤0.01% 1168
2023
Q4
$11.1K Buy
542
+159
+42% +$3.25K ﹤0.01% 1510
2023
Q3
$5.99K Buy
383
+174
+83% +$2.72K ﹤0.01% 1634
2023
Q2
$3.5K Sell
209
-192
-48% -$3.22K ﹤0.01% 1868
2023
Q1
$7.35K Buy
401
+340
+557% +$6.23K ﹤0.01% 1499
2022
Q4
$983 Sell
61
-905
-94% -$14.6K ﹤0.01% 2091
2022
Q3
$13K Buy
966
+61
+7% +$821 ﹤0.01% 1036
2022
Q2
$14K Hold
905
﹤0.01% 924
2022
Q1
$29K Hold
905
0.01% 577
2021
Q4
$20K Buy
+905
New +$20K 0.01% 675