Beacon Financial Advisory’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
20,812
+1,434
| +7% | +$15.6K | 0.06% | 322 |
|
|
2025
Q1 | $194K | Sell |
19,378
-52
| -0.3% | -$522 | 0.06% | 321 |
|
|
2024
Q4 | $192K | Sell |
19,430
-142
| -0.7% | -$1.41K | 0.06% | 290 |
|
|
2024
Q3 | $207K | Sell |
19,572
-688
| -3% | -$7.27K | 0.07% | 277 |
|
|
2024
Q2 | $254K | Buy |
20,260
+8,280
| +69% | +$104K | 0.09% | 237 |
|
|
2024
Q1 | $159K | Sell |
11,980
-1,019
| -8% | -$13.5K | 0.08% | 231 |
|
|
2023
Q4 | $158K | Sell |
12,999
-2,605
| -17% | -$31.8K | 0.08% | 239 |
|
|
2023
Q3 | $194K | Buy |
15,604
+28
| +0.2% | +$348 | 0.11% | 211 |
|
|
2023
Q2 | $236K | Buy |
15,576
+59
| +0.4% | +$893 | 0.14% | 190 |
|
|
2023
Q1 | $196K | Buy |
15,517
+136
| +0.9% | +$1.71K | 0.12% | 198 |
|
|
2022
Q4 | $179K | Sell |
15,381
-3,960
| -20% | -$46.1K | 0.13% | 182 |
|
|
2022
Q3 | $217K | Sell |
19,341
-2,281
| -11% | -$25.6K | 0.15% | 169 |
|
|
2022
Q2 | $241K | Sell |
21,622
-1,919
| -8% | -$21.4K | 0.14% | 187 |
|
|
2022
Q1 | $398K | Buy |
23,541
+1,421
| +6% | +$24K | 0.19% | 147 |
|
|
2021
Q4 | $459K | Buy |
22,120
+5,381
| +32% | +$112K | 0.21% | 136 |
|
|
2021
Q3 | $237K | Sell |
16,739
-3,610
| -18% | -$51.1K | 0.12% | 201 |
|
|
2021
Q2 | $302K | Buy |
20,349
+117
| +0.6% | +$1.74K | 0.16% | 160 |
|
|
2021
Q1 | $248K | Hold |
20,232
| – | – | 0.14% | 183 |
|
|
2020
Q4 | $177K | Buy |
20,232
+3,851
| +24% | +$33.7K | 0.12% | 192 |
|
|
2020
Q3 | $109K | Buy |
16,381
+501
| +3% | +$3.33K | 0.09% | 170 |
|
|
2020
Q2 | $96K | Buy |
15,880
+4,005
| +34% | +$24.2K | 0.1% | 144 |
|
|
2020
Q1 | $57K | Sell |
11,875
-4,361
| -27% | -$20.9K | 0.07% | 132 |
|
|
2019
Q4 | $150K | Buy |
+16,236
| New | +$150K | 0.13% | 159 |
|