Annex Advisory Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
25,961
-32
| -0.1% | -$347 | 0.01% | 263 |
|
|
2025
Q1 | $261K | Sell |
25,993
-8,729
| -25% | -$87.6K | 0.01% | 258 |
|
|
2024
Q4 | $344K | Sell |
34,722
-111
| -0.3% | -$1.1K | 0.01% | 241 |
|
|
2024
Q3 | $368K | Sell |
34,833
-3,197
| -8% | -$33.8K | 0.01% | 212 |
|
|
2024
Q2 | $477K | Sell |
38,030
-235,102
| -86% | -$2.95M | 0.02% | 189 |
|
|
2024
Q1 | $3.63M | Buy |
273,132
+245,066
| +873% | +$3.25M | 0.13% | 91 |
|
|
2023
Q4 | $342K | Sell |
28,066
-10,966
| -28% | -$134K | 0.01% | 201 |
|
|
2023
Q3 | $485K | Sell |
39,032
-340,034
| -90% | -$4.22M | 0.03% | 153 |
|
|
2023
Q2 | $5.74M | Buy |
379,066
+15,639
| +4% | +$237K | 0.32% | 60 |
|
|
2023
Q1 | $4.58M | Buy |
363,427
+33,775
| +10% | +$426K | 0.25% | 61 |
|
|
2022
Q4 | $3.83M | Buy |
329,652
+16,329
| +5% | +$190K | 0.22% | 67 |
|
|
2022
Q3 | $3.51M | Sell |
313,323
-56,917
| -15% | -$637K | 0.24% | 68 |
|
|
2022
Q2 | $4.12M | Buy |
370,240
+265,416
| +253% | +$2.95M | 0.3% | 63 |
|
|
2022
Q1 | $1.77M | Buy |
104,824
+68,043
| +185% | +$1.15M | 0.13% | 101 |
|
|
2021
Q4 | $764K | Buy |
36,781
+6,174
| +20% | +$128K | 0.05% | 133 |
|
|
2021
Q3 | $433K | Buy |
30,607
+1,346
| +5% | +$19K | 0.04% | 150 |
|
|
2021
Q2 | $435K | Buy |
29,261
+1,935
| +7% | +$28.8K | 0.04% | 151 |
|
|
2021
Q1 | $335K | Sell |
27,326
-4,191
| -13% | -$51.4K | 0.03% | 154 |
|
|
2020
Q4 | $277K | Buy |
31,517
+26
| +0.1% | +$229 | 0.03% | 158 |
|
|
2020
Q3 | $210K | Hold |
31,491
| – | – | 0.03% | 129 |
|
|
2020
Q2 | $191K | Buy |
31,491
+290
| +0.9% | +$1.76K | 0.03% | 119 |
|
|
2020
Q1 | $151K | Sell |
31,201
-10,459
| -25% | -$50.6K | 0.02% | 119 |
|
|
2019
Q4 | $388K | Sell |
41,660
-413
| -1% | -$3.85K | 0.05% | 96 |
|
|
2019
Q3 | $386K | Buy |
+42,073
| New | +$386K | 0.05% | 89 |
|