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

SeaCrest 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
2026 Q3	$177K	Hold	41,100	–	–	0.02%	524
2026 Q2	$215K	Hold	41,100	–	–	0.02%	509
2026 Q1	$72.3K	Hold	41,100	–	–	0.01%	626
2025 Q4	$103K	Hold	41,100	–	–	0.01%	622
2025 Q3	$114K	Hold	41,100	–	–	0.01%	614
2025 Q2	$115K	Hold	41,100	–	–	0.01%	604
2025 Q1	$148K	Sell	41,100 -2,000	-5%	-$8.03K	0.02%	637
2024 Q4	$136K	Hold	43,100	–	–	0.01%	635
2024 Q3	$122K	Sell	43,100 -7,800	-15%	-$17.9K	0.01%	633
2024 Q2	$62.6K	Hold	50,900	–	–	0.01%	606
2024 Q1	$40.4K	Buy	50,900 +9,600	+23%	+$8.74K	﹤0.01%	597
2023 Q4	$39.2K	Sell	41,300 -1,300	-3%	-$1.28K	﹤0.01%	614
2023 Q3	$46K	Sell	42,600 -7,430	-15%	-$8.84K	0.01%	612
2023 Q2	$44.9K	Buy	50,030 +3,000	+6%	+$2.66K	0.01%	620
2023 Q1	$39.7K	Hold	47,030	–	–	0.01%	620
2022 Q4	$43.7K	Sell	47,030 -2,000	-4%	-$2.67K	0.01%	621
2022 Q3	$83K	Hold	49,030	–	–	0.01%	604
2022 Q2	$105K	Hold	49,030	–	–	0.01%	839
2022 Q1	$174K	Buy	49,030 +27,000	+123%	+$78.3K	0.02%	669
2021 Q4	$82K	Sell	22,030 -12,000	-35%	-$73.6K	0.01%	692
2021 Q3	$251K	Buy	34,030 +14,030	+70%	+$120K	0.03%	545
2021 Q2	$266K	Buy	+20,000	New	+$196K	0.03%	536

Other funds holding CLOV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

USAdvisors Wealth Management Eden Prairie, Minnesota $351M AUM 13.01% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

SeaCrest Wealth Management's CLOV Position: Q3 2026 in Review

SeaCrest Wealth Management held its Clover Health Investments (CLOV) position steady in Q3 2026 at 41,100 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #524.

SeaCrest Wealth Management first reported a position in CLOV in Q2 2021 and has held it in 22 quarters since. The position peaked at $266K in Q2 2021. 31 funds tracked by Wall St. Rank hold CLOV as of Q3 2026.

SeaCrest Wealth Management held 41,100 shares of Clover Health Investments worth $177K as of Q3 2026.
SeaCrest Wealth Management left its Clover Health Investments share count unchanged in Q3 2026.
Clover Health Investments made up 0.02% of SeaCrest Wealth Management's portfolio in Q3 2026, its #524 holding.
SeaCrest Wealth Management first reported a position in Clover Health Investments in Q2 2021 and has held it in 22 quarters since.
SeaCrest Wealth Management's Clover Health Investments position peaked at $266K in Q2 2021.
31 funds tracked by Wall St. Rank held Clover Health Investments as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.