United Capital Financial Advisors’s Cleveland-Cliffs CLF Stock Holding History

United Capital Financial Advisors’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,845	Closed	-$254K	–	906
2023 Q1	$254K	Sell	13,845 -2,883	-17%	-$52.8K	﹤0.01%	862
2022 Q4	$269K	Buy	16,728 +4,049	+32%	+$65.2K	﹤0.01%	909
2022 Q3	$171K	Sell	12,679 -1,392	-10%	-$18.8K	﹤0.01%	1036
2022 Q2	$216K	Buy	14,071 +26	+0.2%	+$399	﹤0.01%	1035
2022 Q1	$452K	Sell	14,045 -1,401	-9%	-$45.1K	﹤0.01%	857
2021 Q4	$336K	Sell	15,446 -3,298	-18%	-$71.7K	﹤0.01%	984
2021 Q3	$371K	Buy	18,744 +6,865	+58%	+$136K	﹤0.01%	941
2021 Q2	$256K	Sell	11,879 -256	-2%	-$5.52K	﹤0.01%	1059
2021 Q1	$244K	Sell	12,135 -5,666	-32%	-$114K	﹤0.01%	1043
2020 Q4	$259K	Buy	17,801 +1,023	+6%	+$14.9K	﹤0.01%	1046
2020 Q3	$108K	Sell	16,778 -89,083	-84%	-$573K	﹤0.01%	1106
2020 Q2	$584K	Sell	105,861 -17,444	-14%	-$96.2K	﹤0.01%	807
2020 Q1	$487K	Sell	123,305 -219,782	-64%	-$868K	﹤0.01%	825
2019 Q4	$2.88M	Buy	343,087 +234,304	+215%	+$1.97M	0.02%	528
2019 Q3	$785K	Buy	108,783 +13,302	+14%	+$96K	0.01%	809
2019 Q2	$1.02M	Buy	+95,481	New	+$1.02M	0.01%	798
2019 Q1	–	Sell	-89,972	Closed	-$692K	–	1338
2018 Q4	$692K	Buy	89,972 +2,304	+3%	+$17.7K	0.01%	814
2018 Q3	$1.11M	Sell	87,668 -5,295	-6%	-$67K	0.01%	754
2018 Q2	$784K	Buy	92,963 +3,191	+4%	+$26.9K	0.01%	825
2018 Q1	$624K	Buy	+89,772	New	+$624K	﹤0.01%	898
2015 Q4	–	Sell	-33,500	Closed	-$82K	–	1218
2015 Q3	$82K	Buy	33,500 +4,000	+14%	+$9.79K	﹤0.01%	1217
2015 Q2	$128K	Buy	29,500 +986	+3%	+$4.28K	﹤0.01%	1219
2015 Q1	$169K	Sell	28,514 -13	-0%	-$77	﹤0.01%	1194
2014 Q4	$204K	Buy	28,527 +500	+2%	+$3.58K	﹤0.01%	1095
2014 Q3	$291K	Hold	28,027	–	–	0.01%	938
2014 Q2	$422K	Sell	28,027 -1,186	-4%	-$17.9K	0.01%	711
2014 Q1	$598K	Buy	+29,213	New	+$598K	0.01%	602
2013 Q4	–	Sell	-55,835	Closed	-$1.15M	–	654
2013 Q3	$1.15M	Sell	55,835 -7,565	-12%	-$155K	0.04%	322
2013 Q2	$1.03M	Buy	+63,400	New	+$1.03M	0.03%	401