HBK Sorce Advisory’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
Q1 | – | Sell |
-26,522
| Closed | -$83.5K | – | 597 |
|
|
2024
Q4 | $83.5K | Buy |
26,522
+117
| +0.4% | +$369 | ﹤0.01% | 557 |
|
|
2024
Q3 | $74.5K | Buy |
26,405
+1,405
| +6% | +$3.96K | ﹤0.01% | 561 |
|
|
2024
Q2 | $30.8K | Sell |
25,000
-5,705
| -19% | -$7.02K | ﹤0.01% | 553 |
|
|
2024
Q1 | $24.4K | Sell |
30,705
-2,300
| -7% | -$1.83K | ﹤0.01% | 593 |
|
|
2023
Q4 | $31.4K | Sell |
33,005
-1,164
| -3% | -$1.11K | ﹤0.01% | 555 |
|
|
2023
Q3 | $36.9K | Hold |
34,169
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $30.7K | Buy |
34,169
+564
| +2% | +$506 | ﹤0.01% | 571 |
|
|
2023
Q1 | $28.4K | Sell |
33,605
-29,215
| -47% | -$24.7K | ﹤0.01% | 570 |
|
|
2022
Q4 | $58K | Buy |
62,820
+30,667
| +95% | +$28.3K | ﹤0.01% | 725 |
|
|
2022
Q3 | $56K | Buy |
32,153
+200
| +0.6% | +$348 | ﹤0.01% | 514 |
|
|
2022
Q2 | $68K | Hold |
31,953
| – | – | 0.01% | 450 |
|
|
2022
Q1 | $113K | Buy |
+31,953
| New | +$113K | 0.01% | 526 |
|