Sigma Planning Corp’s Clover Health Investments CLOV Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-11,124	Closed	-$19.1K	–	1333
2025 Q4	$19.1K	Sell	11,124 -7,600	-41%	-$20.8K	﹤0.01%	1289
2025 Q3	$57.3K	Buy	18,724 +500	+3%	+$1.43K	﹤0.01%	1274
2025 Q2	$50.8K	Buy	+18,224	New	+$59.9K	﹤0.01%	1227
2024 Q4	–	Sell	-10,324	Closed	-$29.1K	–	1182
2024 Q3	$29.1K	Buy	+10,324	New	+$23.6K	﹤0.01%	1195
2023 Q4	–	Sell	-10,274	Closed	-$11.1K	–	902
2023 Q3	$11.1K	Sell	10,274 -500	-5%	-$595	﹤0.01%	1186
2023 Q2	$9.66K	Hold	10,774	–	–	﹤0.01%	1192
2023 Q1	$9.11K	Buy	10,774 +74	+0.7%	+$81	﹤0.01%	1289
2022 Q4	$9.95K	Hold	10,700	–	–	﹤0.01%	1247
2022 Q3	$18K	Hold	10,700	–	–	﹤0.01%	1245
2022 Q2	$23K	Sell	10,700 -250	-2%	-$664	﹤0.01%	1269
2022 Q1	$39K	Sell	10,950 -1,000	-8%	-$2.9K	﹤0.01%	1340
2021 Q4	$44K	Buy	+11,950	New	+$73.3K	﹤0.01%	1359
2021 Q2	–	Sell	-49,886	Closed	-$377K	–	1430
2021 Q1	$377K	Buy	+49,886	New	+$563K	0.01%	888

Other funds holding CLOV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sigma Planning Corp's CLOV Position: Q1 2026 in Review

Sigma Planning Corp sold out of Clover Health Investments (CLOV) in Q1 2026, closing a stake of 11,124 shares — an estimated $19.1K sold.

Sigma Planning Corp first reported a position in CLOV in Q1 2021 and held it in 13 quarters. The position peaked at $377K in Q1 2021. 209 funds tracked by Wall St. Rank hold CLOV as of Q1 2026.

Sigma Planning Corp reported no remaining Clover Health Investments position as of Q1 2026 after selling out during the quarter.
Sigma Planning Corp sold 11,124 Clover Health Investments shares in Q1 2026, an estimated $19.1K.
Sigma Planning Corp first reported a position in Clover Health Investments in Q1 2021 and held it in 13 quarters.
Sigma Planning Corp's Clover Health Investments position peaked at $377K in Q1 2021.
209 funds tracked by Wall St. Rank held Clover Health Investments as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.