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