Steward Partners Investment Advisory’s Clover Health Investments CLOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.54K Sell
1,270
-400
-24% -$1.12K ﹤0.01% 3590
2025
Q1
$6K Hold
1,670
﹤0.01% 3319
2024
Q4
$5.26K Hold
1,670
﹤0.01% 3344
2024
Q3
$4.71K Hold
1,670
﹤0.01% 3205
2024
Q2
$2.05K Hold
1,670
﹤0.01% 3282
2024
Q1
$1.33K Hold
1,670
﹤0.01% 3346
2023
Q4
$1.59K Hold
1,670
﹤0.01% 3244
2023
Q3
$1.8K Hold
1,670
﹤0.01% 3095
2023
Q2
$1.5K Hold
1,670
﹤0.01% 3080
2023
Q1
$1.41K Buy
1,670
+1,070
+178% +$904 ﹤0.01% 3080
2022
Q4
$558 Hold
600
﹤0.01% 3183
2022
Q3
$1K Sell
600
-600
-50% -$1K ﹤0.01% 3106
2022
Q2
$3K Hold
1,200
﹤0.01% 2899
2022
Q1
$4K Buy
1,200
+200
+20% +$667 ﹤0.01% 2938
2021
Q4
$4K Sell
1,000
-2,350
-70% -$9.4K ﹤0.01% 2871
2021
Q3
$25K Buy
3,350
+2,000
+148% +$14.9K ﹤0.01% 2212
2021
Q2
$18K Sell
1,350
-28,400
-95% -$379K ﹤0.01% 5242
2021
Q1
$225K Buy
+29,750
New +$225K ﹤0.01% 1242
2020
Q4
Sell
-100
Closed -$1K 2891
2020
Q3
$1K Buy
+100
New +$1K ﹤0.01% 2644