Ancora Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33.4M | Buy |
1,359,043
+128,653
| +10% | +$3.16M | 0.69% | 31 |
|
2025
Q1 | $24.7M | Buy |
1,230,390
+275,500
| +29% | +$5.53M | 0.55% | 39 |
|
2024
Q4 | $30.8M | Sell |
954,890
-170,616
| -15% | -$5.5M | 0.69% | 35 |
|
2024
Q3 | $39.8M | Buy |
1,125,506
+163,176
| +17% | +$5.78M | 0.91% | 24 |
|
2024
Q2 | $18.3M | Buy |
+962,330
| New | +$18.3M | 0.45% | 43 |
|
2024
Q1 | – | Sell |
-126,553
| Closed | -$7.96M | – | 1794 |
|
2023
Q4 | $7.96M | Sell |
126,553
-619,032
| -83% | -$38.9M | 0.19% | 113 |
|
2023
Q3 | $51.3M | Buy |
+745,585
| New | +$51.3M | 1.36% | 14 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 1798 |
|
2023
Q1 | – | Sell |
-9,900
| Closed | -$1.04M | – | 1951 |
|
2022
Q4 | $1.04M | Sell |
9,900
-640,743
| -98% | -$67.2M | 0.03% | 344 |
|
2022
Q3 | $58.7M | Sell |
650,643
-693,656
| -52% | -$62.6M | 1.82% | 6 |
|
2022
Q2 | $124M | Sell |
1,344,299
-1,792
| -0.1% | -$165K | 3.48% | 2 |
|
2022
Q1 | $132M | Sell |
1,346,091
-138,263
| -9% | -$13.5M | 3.2% | 2 |
|
2021
Q4 | $180M | Sell |
1,484,354
-388,848
| -21% | -$47.1M | 4.26% | 1 |
|
2021
Q3 | $156M | Buy |
1,873,202
+27,949
| +2% | +$2.32M | 4.02% | 2 |
|
2021
Q2 | $166M | Buy |
1,845,253
+91,454
| +5% | +$8.21M | 4.33% | 2 |
|
2021
Q1 | $156M | Buy |
1,753,799
+246,251
| +16% | +$21.9M | 4.3% | 2 |
|
2020
Q4 | $116M | Buy |
1,507,548
+1,001,378
| +198% | +$76.9M | 3.73% | 1 |
|
2020
Q3 | $29M | Buy |
506,170
+428,520
| +552% | +$24.6M | 1.15% | 11 |
|
2020
Q2 | $3.87M | Buy |
+77,650
| New | +$3.87M | 0.16% | 144 |
|
2018
Q4 | – | Sell |
-300
| Closed | -$22K | – | 833 |
|
2018
Q3 | $22K | Buy |
+300
| New | +$22K | ﹤0.01% | 1051 |
|
2017
Q1 | – | Sell |
-400
| Closed | -$19K | – | 784 |
|
2016
Q4 | $19K | Buy |
+400
| New | +$19K | ﹤0.01% | 943 |
|