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MorganRosel Wealth Management’s Clover Health Investments CLOV Stock Holding History

MorganRosel Wealth Management’s Portfolio CLOV Stock Details CLOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,300
Closed -$3.63K – 154
2025
Q2 		$3.63K Hold
1,300
– – ﹤0.01% 300
2025
Q1 		$4.67K Buy
+1,300
New +$5.22K ﹤0.01% 281

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Renaissance Technologies
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Charles Schwab
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Northern Trust
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DSCM
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MorganRosel Wealth Management's CLOV Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Clover Health Investments (CLOV) in Q3 2025, closing a stake of 1,300 shares — an estimated $3.63K sold.

MorganRosel Wealth Management first reported a position in CLOV in Q1 2025 and held it in 2 quarters. The position peaked at $4.67K in Q1 2025. 201 funds tracked by Wall St. Rank hold CLOV as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Clover Health Investments position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,300 Clover Health Investments shares in Q3 2025, an estimated $3.63K.
  • MorganRosel Wealth Management first reported a position in Clover Health Investments in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Clover Health Investments position peaked at $4.67K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.