Ancora Advisors’s Forward Air FWRD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,475,055
| Closed | -$37.8M | – | 2463 |
|
|
2025
Q3 | $37.8M | Buy |
1,475,055
+116,012
| +9% | +$3.34M | 0.76% | 29 |
|
|
2025
Q2 | $33.4M | Buy |
1,359,043
+128,653
| +10% | +$2.29M | 0.7% | 31 |
|
|
2025
Q1 | $24.7M | Buy |
1,230,390
+275,500
| +29% | +$7.6M | 0.56% | 39 |
|
|
2024
Q4 | $30.8M | Sell |
954,890
-170,616
| -15% | -$5.96M | 0.69% | 35 |
|
|
2024
Q3 | $39.8M | Buy |
1,125,506
+163,176
| +17% | +$4.63M | 0.91% | 24 |
|
|
2024
Q2 | $18.3M | Buy |
+962,330
| New | +$19.9M | 0.46% | 43 |
|
|
2024
Q1 | – | Sell |
-126,553
| Closed | -$7.96M | – | 1847 |
|
|
2023
Q4 | $7.96M | Sell |
126,553
-619,032
| -83% | -$41.7M | 0.19% | 113 |
|
|
2023
Q3 | $51.3M | Buy |
+745,585
| New | +$65.6M | 1.37% | 14 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1839 |
|
|
2023
Q1 | – | Sell |
-9,900
| Closed | -$1.04M | – | 1992 |
|
|
2022
Q4 | $1.04M | Sell |
9,900
-640,743
| -98% | -$67.2M | 0.03% | 350 |
|
|
2022
Q3 | $58.7M | Sell |
650,643
-693,656
| -52% | -$68.1M | 1.85% | 6 |
|
|
2022
Q2 | $124M | Sell |
1,344,299
-1,792
| -0.1% | -$166K | 3.53% | 2 |
|
|
2022
Q1 | $132M | Sell |
1,346,091
-138,263
| -9% | -$14.6M | 3.22% | 2 |
|
|
2021
Q4 | $180M | Sell |
1,484,354
-388,848
| -21% | -$39.8M | 4.28% | 1 |
|
|
2021
Q3 | $156M | Buy |
1,873,202
+27,949
| +2% | +$2.44M | 4.05% | 2 |
|
|
2021
Q2 | $166M | Buy |
1,845,253
+91,454
| +5% | +$8.43M | 4.35% | 2 |
|
|
2021
Q1 | $156M | Buy |
1,753,799
+246,251
| +16% | +$20.6M | 4.33% | 2 |
|
|
2020
Q4 | $116M | Buy |
1,507,548
+1,001,378
| +198% | +$69.5M | 3.76% | 1 |
|
|
2020
Q3 | $29M | Buy |
506,170
+428,520
| +552% | +$23.5M | 1.16% | 11 |
|
|
2020
Q2 | $3.87M | Buy |
+77,650
| New | +$3.81M | 0.16% | 144 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$22K | – | 833 |
|
|
2018
Q3 | $22K | Buy |
+300
| New | +$19.1K | ﹤0.01% | 1051 |
|
|
2017
Q1 | – | Sell |
-400
| Closed | -$19K | – | 784 |
|
|
2016
Q4 | $19K | Buy |
+400
| New | +$18.3K | ﹤0.01% | 943 |
|
Other funds holding FWRD
CCG
LC
ICM
PA
PMG
MAM