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 |
|