Patriot Financial Group Insurance Agency’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
$138K Sell
18,141
-2,355
-11% -$17.9K 0.02% 512
2025
Q1
$168K Buy
20,496
+7,226
+54% +$59.4K 0.02% 466
2024
Q4
$125K Buy
13,270
+1,313
+11% +$12.3K 0.02% 456
2024
Q3
$153K Buy
+11,957
New +$153K 0.02% 476
2022
Q3
Sell
-4,021
Closed -$62K 669
2022
Q2
$62K Buy
4,021
+105
+3% +$1.62K 0.01% 663
2022
Q1
$126K Sell
3,916
-11,655
-75% -$375K 0.02% 519
2021
Q4
$339K Buy
15,571
+5,012
+47% +$109K 0.06% 321
2021
Q3
$209K Buy
10,559
+4,120
+64% +$81.5K 0.04% 440
2021
Q2
$139K Buy
6,439
+3,047
+90% +$65.8K 0.03% 529
2021
Q1
$68K Buy
3,392
+2,950
+667% +$59.1K 0.02% 672
2020
Q4
$6K Sell
442
-100
-18% -$1.36K ﹤0.01% 1363
2020
Q3
$3K Sell
542
-190
-26% -$1.05K ﹤0.01% 1343
2020
Q2
$4K Buy
732
+1
+0.1% +$5 ﹤0.01% 1214
2020
Q1
$3K Buy
731
+431
+144% +$1.77K ﹤0.01% 1189
2019
Q4
$3K Sell
300
-400
-57% -$4K ﹤0.01% 1036
2019
Q3
$5K Hold
700
﹤0.01% 932
2019
Q2
$8K Sell
700
-1,003
-59% -$11.5K ﹤0.01% 846
2019
Q1
$17K Sell
1,703
-197
-10% -$1.97K 0.01% 581
2018
Q4
$15K Sell
1,900
-300
-14% -$2.37K 0.01% 523
2018
Q3
$28K Sell
2,200
-2,900
-57% -$36.9K 0.02% 408
2018
Q2
$43K Buy
5,100
+500
+11% +$4.22K 0.05% 194
2018
Q1
$32K Buy
+4,600
New +$32K 0.02% 381