Sowell Financial Services’s Cleveland-Cliffs CLF Stock Holding History

Sowell Financial Services’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-44,389	Closed	-$365K	–	1049
2025 Q1	$365K	Buy	44,389 +4,710	+12%	+$47.9K	0.02%	684
2024 Q4	$373K	Buy	+39,679	New	+$478K	0.02%	442
2024 Q3	–	Sell	-22,958	Closed	-$353K	–	543
2024 Q2	$353K	Buy	+22,958	New	+$411K	0.02%	476
2022 Q3	–	Sell	-33,537	Closed	-$515K	–	410
2022 Q2	$515K	Buy	+33,537	New	+$802K	0.05%	223
2021 Q2	–	Sell	-1,316	Closed	-$27K	–	912
2021 Q1	$27K	Buy	1,316 +116	+10%	+$1.89K	﹤0.01%	1915
2020 Q4	$17K	Hold	1,200	–	–	﹤0.01%	1795
2020 Q3	$8K	Sell	1,200 -1,410	-54%	-$8.48K	﹤0.01%	1857
2020 Q2	$14K	Sell	2,610 -215	-8%	-$1.04K	﹤0.01%	1567
2020 Q1	$11K	Sell	2,825 -1,730	-38%	-$10.9K	﹤0.01%	1571
2019 Q4	$38K	Buy	4,555 +1,080	+31%	+$8.29K	﹤0.01%	1229
2019 Q3	$25K	Buy	+3,475	New	+$31.3K	﹤0.01%	1201
2017 Q1	–	Sell	-1,314	Closed	-$16K	–	306
2016 Q4	$16K	Buy	+1,314	New	+$9.89K	0.01%	441

Other funds holding CLF

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sowell Financial Services's CLF Position: Q2 2025 in Review

Sowell Financial Services sold out of Cleveland-Cliffs (CLF) in Q2 2025, closing a stake of 44,389 shares — an estimated $365K sold.

Sowell Financial Services first reported a position in CLF in Q4 2016 and held it in 12 quarters. The position peaked at $515K in Q2 2022. 558 funds tracked by Wall St. Rank hold CLF as of Q2 2025.

Sowell Financial Services reported no remaining Cleveland-Cliffs position as of Q2 2025 after selling out during the quarter.
Sowell Financial Services sold 44,389 Cleveland-Cliffs shares in Q2 2025, an estimated $365K.
Sowell Financial Services first reported a position in Cleveland-Cliffs in Q4 2016 and held it in 12 quarters.
Sowell Financial Services's Cleveland-Cliffs position peaked at $515K in Q2 2022.
558 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2025.

Based on Sowell Financial Services's 13F filing for Q2 2025, filed 14 Jul 2025.