Geneos Wealth Management’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 | $11K | Sell |
1,445
-5,105
| -78% | -$38.8K | ﹤0.01% | 2283 |
|
|
2025
Q1 | $53.8K | Buy |
6,550
+6,235
| +1,979% | +$51.3K | ﹤0.01% | 1885 |
|
|
2024
Q4 | $2.96K | Sell |
315
-24
| -7% | -$226 | ﹤0.01% | 2487 |
|
|
2024
Q3 | $4.33K | Buy |
339
+34
| +11% | +$434 | ﹤0.01% | 2110 |
|
|
2024
Q2 | $4.69K | Sell |
305
-655
| -68% | -$10.1K | ﹤0.01% | 1735 |
|
|
2024
Q1 | $21.8K | Hold |
960
| – | – | ﹤0.01% | 1332 |
|
|
2023
Q4 | $19.6K | Buy |
960
+560
| +140% | +$11.4K | ﹤0.01% | 1360 |
|
|
2023
Q3 | $6.25K | Hold |
400
| – | – | ﹤0.01% | 1681 |
|
|
2023
Q2 | $6.7K | Hold |
400
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q1 | $7.33K | Hold |
400
| – | – | ﹤0.01% | 1630 |
|
|
2022
Q4 | $6.44K | Hold |
400
| – | – | ﹤0.01% | 1647 |
|
|
2022
Q3 | $5K | Sell |
400
-3,298
| -89% | -$41.2K | ﹤0.01% | 1677 |
|
|
2022
Q2 | $58K | Buy |
3,698
+138
| +4% | +$2.16K | ﹤0.01% | 1218 |
|
|
2022
Q1 | $114K | Sell |
3,560
-138
| -4% | -$4.42K | ﹤0.01% | 1032 |
|
|
2021
Q4 | $80K | Buy |
3,698
+2,500
| +209% | +$54.1K | ﹤0.01% | 1253 |
|
|
2021
Q3 | $23K | Buy |
1,198
+325
| +37% | +$6.24K | ﹤0.01% | 1842 |
|
|
2021
Q2 | $19K | Buy |
873
+244
| +39% | +$5.31K | ﹤0.01% | 1935 |
|
|
2021
Q1 | $11K | Hold |
629
| – | – | ﹤0.01% | 2325 |
|
|
2020
Q4 | $7K | Sell |
629
-196
| -24% | -$2.18K | ﹤0.01% | 2348 |
|
|
2020
Q3 | $4K | Hold |
825
| – | – | ﹤0.01% | 2233 |
|
|
2020
Q2 | $4K | Sell |
825
-200
| -20% | -$970 | ﹤0.01% | 2194 |
|
|
2020
Q1 | $3K | Sell |
1,025
-2,800
| -73% | -$8.2K | ﹤0.01% | 2156 |
|
|
2019
Q4 | $31K | Hold |
3,825
| – | – | ﹤0.01% | 1484 |
|
|
2019
Q3 | $27K | Buy |
3,825
+3,000
| +364% | +$21.2K | ﹤0.01% | 1470 |
|
|
2019
Q2 | $8K | Hold |
825
| – | – | ﹤0.01% | 1967 |
|
|
2019
Q1 | $8K | Hold |
825
| – | – | ﹤0.01% | 1894 |
|
|
2018
Q4 | $6K | Hold |
825
| – | – | ﹤0.01% | 1916 |
|
|
2018
Q3 | $10K | Hold |
825
| – | – | ﹤0.01% | 1834 |
|
|
2018
Q2 | $6K | Sell |
825
-1,214
| -60% | -$8.83K | ﹤0.01% | 1862 |
|
|
2018
Q1 | $14K | Sell |
2,039
-400
| -16% | -$2.75K | ﹤0.01% | 1524 |
|
|
2017
Q4 | $17K | Sell |
2,439
-3,300
| -58% | -$23K | ﹤0.01% | 1443 |
|
|
2017
Q3 | $41K | Buy |
+5,739
| New | +$41K | ﹤0.01% | 1043 |
|