Regal Investment Advisors’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 | $344K | Buy |
45,321
+24,110
| +114% | +$183K | 0.03% | 396 |
|
2025
Q1 | $174K | Buy |
21,211
+48
| +0.2% | +$395 | 0.01% | 442 |
|
2024
Q4 | $199K | Sell |
21,163
-1,726
| -8% | -$16.2K | 0.02% | 447 |
|
2024
Q3 | $292K | Buy |
22,889
+22
| +0.1% | +$281 | 0.02% | 454 |
|
2024
Q2 | $352K | Sell |
22,867
-917
| -4% | -$14.1K | 0.02% | 424 |
|
2024
Q1 | $541K | Sell |
23,784
-2,496
| -9% | -$56.8K | 0.04% | 342 |
|
2023
Q4 | $537K | Sell |
26,280
-263
| -1% | -$5.37K | 0.04% | 317 |
|
2023
Q3 | $415K | Buy |
26,543
+400
| +2% | +$6.25K | 0.03% | 323 |
|
2023
Q2 | $438K | Sell |
26,143
-1,258
| -5% | -$21.1K | 0.04% | 318 |
|
2023
Q1 | $502K | Sell |
27,401
-450
| -2% | -$8.25K | 0.04% | 284 |
|
2022
Q4 | $449K | Sell |
27,851
-75
| -0.3% | -$1.21K | 0.04% | 295 |
|
2022
Q3 | $376K | Sell |
27,926
-1,043
| -4% | -$14K | 0.04% | 315 |
|
2022
Q2 | $445K | Sell |
28,969
-1,535
| -5% | -$23.6K | 0.05% | 302 |
|
2022
Q1 | $983K | Buy |
30,504
+2,616
| +9% | +$84.3K | 0.09% | 217 |
|
2021
Q4 | $607K | Sell |
27,888
-1,185
| -4% | -$25.8K | 0.05% | 306 |
|
2021
Q3 | $576K | Buy |
29,073
+2,075
| +8% | +$41.1K | 0.06% | 314 |
|
2021
Q2 | $582K | Buy |
+26,998
| New | +$582K | 0.06% | 308 |
|
2021
Q1 | – | Sell |
-26,542
| Closed | -$386K | – | 80 |
|
2020
Q4 | $386K | Buy |
+26,542
| New | +$386K | 0.04% | 320 |
|
2018
Q4 | – | Sell |
-10,700
| Closed | -$135K | – | 336 |
|
2018
Q3 | $135K | Hold |
10,700
| – | – | 0.03% | 309 |
|
2018
Q2 | $90K | Buy |
+10,700
| New | +$90K | 0.03% | 256 |
|
2015
Q1 | – | Sell |
-170
| Closed | -$1K | – | 981 |
|
2014
Q4 | $1K | Sell |
170
-60
| -26% | -$353 | ﹤0.01% | 877 |
|
2014
Q3 | $2K | Hold |
230
| – | – | ﹤0.01% | 871 |
|
2014
Q2 | $3K | Buy |
230
+110
| +92% | +$1.44K | ﹤0.01% | 807 |
|
2014
Q1 | $2K | Buy |
120
+80
| +200% | +$1.33K | ﹤0.01% | 818 |
|
2013
Q4 | $1K | Sell |
40
-270
| -87% | -$6.75K | ﹤0.01% | 788 |
|
2013
Q3 | $6K | Hold |
310
| – | – | ﹤0.01% | 677 |
|
2013
Q2 | $5K | Buy |
+310
| New | +$5K | ﹤0.01% | 691 |
|