Forum Financial Management’s Cleveland-Cliffs CLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-15,545
Closed -$206K 462
2025
Q4
$206K Buy
15,545
+25
+0.2% +$316 ﹤0.01% 956
2025
Q3
$189K Buy
+15,520
New +$163K ﹤0.01% 981
2025
Q2
Sell
-13,825
Closed -$114K 958
2025
Q1
$114K Buy
13,825
+45
+0.3% +$457 ﹤0.01% 844
2024
Q4
$130K Buy
13,780
+100
+0.7% +$1.21K ﹤0.01% 867
2024
Q3
$175K Sell
13,680
-12
-0.1% -$163 ﹤0.01% 735
2024
Q2
$211K Sell
13,692
-783
-5% -$14K ﹤0.01% 656
2024
Q1
$329K Buy
14,475
+900
+7% +$17.8K 0.01% 460
2023
Q4
$277K Buy
+13,575
New +$232K 0.01% 484
2022
Q3
Sell
-10,854
Closed -$167K 556
2022
Q2
$167K Sell
10,854
-754
-6% -$18K 0.01% 539
2022
Q1
$373K Buy
+11,608
New +$265K 0.02% 306

Other funds holding CLF

Forum Financial Management's CLF Position: Q1 2026 in Review

Forum Financial Management sold out of Cleveland-Cliffs (CLF) in Q1 2026, closing a stake of 15,545 shares — an estimated $206K sold.

Forum Financial Management first reported a position in CLF in Q1 2022 and held it in 10 quarters. The position peaked at $373K in Q1 2022. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Forum Financial Management reported no remaining Cleveland-Cliffs position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 15,545 Cleveland-Cliffs shares in Q1 2026, an estimated $206K.
  • Forum Financial Management first reported a position in Cleveland-Cliffs in Q1 2022 and held it in 10 quarters.
  • Forum Financial Management's Cleveland-Cliffs position peaked at $373K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.