Forum Financial Management’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 | $95.6K | Buy |
34,247
+18,170
| +113% | +$50.7K | ﹤0.01% | 933 |
|
|
2025
Q1 | $57.7K | Hold |
16,077
| – | – | ﹤0.01% | 857 |
|
|
2024
Q4 | $50.6K | Hold |
16,077
| – | – | ﹤0.01% | 884 |
|
|
2024
Q3 | $45.3K | Buy |
16,077
+4,061
| +34% | +$11.5K | ﹤0.01% | 761 |
|
|
2024
Q2 | $14.8K | Hold |
12,016
| – | – | ﹤0.01% | 713 |
|
|
2024
Q1 | $9.54K | Hold |
12,016
| – | – | ﹤0.01% | 740 |
|
|
2023
Q4 | $11.4K | Hold |
12,016
| – | – | ﹤0.01% | 686 |
|
|
2023
Q3 | $13K | Hold |
12,016
| – | – | ﹤0.01% | 639 |
|
|
2023
Q2 | $10.8K | Hold |
12,016
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $10.2K | Hold |
12,016
| – | – | ﹤0.01% | 619 |
|
|
2022
Q4 | $11.2K | Sell |
12,016
-150
| -1% | -$139 | ﹤0.01% | 594 |
|
|
2022
Q3 | $21K | Hold |
12,166
| – | – | ﹤0.01% | 540 |
|
|
2022
Q2 | $26K | Hold |
12,166
| – | – | ﹤0.01% | 572 |
|
|
2022
Q1 | $43K | Buy |
+12,166
| New | +$43K | ﹤0.01% | 606 |
|