Kestra Private Wealth Services’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 | $54.5K | Buy |
19,525
+6,000
| +44% | +$16.7K | ﹤0.01% | 1569 |
|
|
2025
Q1 | $48.6K | Sell |
13,525
-9,500
| -41% | -$34.1K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $72.5K | Buy |
23,025
+3,300
| +17% | +$10.4K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $55.6K | Sell |
19,725
-3,530
| -15% | -$9.96K | ﹤0.01% | 1327 |
|
|
2024
Q2 | $28.6K | Hold |
23,255
| – | – | ﹤0.01% | 1321 |
|
|
2024
Q1 | $18.5K | Hold |
23,255
| – | – | ﹤0.01% | 1287 |
|
|
2023
Q4 | $22.1K | Buy |
23,255
+8,400
| +57% | +$8K | ﹤0.01% | 1196 |
|
|
2023
Q3 | $16K | Sell |
14,855
-14,849
| -50% | -$16K | ﹤0.01% | 1153 |
|
|
2023
Q2 | $26.6K | Sell |
29,704
-220
| -0.7% | -$197 | ﹤0.01% | 1064 |
|
|
2023
Q1 | $25.3K | Buy |
29,924
+6,052
| +25% | +$5.12K | ﹤0.01% | 1033 |
|
|
2022
Q4 | $22.2K | Buy |
+23,872
| New | +$22.2K | ﹤0.01% | 883 |
|