Center for Financial Planning’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $595K | Sell |
54,846
-1,691
| -3% | -$18.3K | 0.07% | 92 |
|
2025
Q1 | $567K | Sell |
56,537
-15,584
| -22% | -$156K | 0.07% | 91 |
|
2024
Q4 | $714K | Sell |
72,121
-1,619
| -2% | -$16K | 0.1% | 72 |
|
2024
Q3 | $779K | Sell |
73,740
-1,216
| -2% | -$12.8K | 0.11% | 65 |
|
2024
Q2 | $940K | Sell |
74,956
-541
| -0.7% | -$6.78K | 0.14% | 55 |
|
2024
Q1 | $1M | Sell |
75,497
-2,925
| -4% | -$38.8K | 0.15% | 53 |
|
2023
Q4 | $956K | Sell |
78,422
-289
| -0.4% | -$3.52K | 0.18% | 53 |
|
2023
Q3 | $978K | Sell |
78,711
-497
| -0.6% | -$6.17K | 0.21% | 47 |
|
2023
Q2 | $1.2M | Sell |
79,208
-113
| -0.1% | -$1.71K | 0.25% | 41 |
|
2023
Q1 | $999K | Sell |
79,321
-354
| -0.4% | -$4.46K | 0.23% | 48 |
|
2022
Q4 | $927K | Sell |
79,675
-2,736
| -3% | -$31.8K | 0.23% | 50 |
|
2022
Q3 | $923K | Buy |
82,411
+2,623
| +3% | +$29.4K | 0.25% | 49 |
|
2022
Q2 | $888K | Sell |
79,788
-9,013
| -10% | -$100K | 0.23% | 53 |
|
2022
Q1 | $1.5M | Buy |
88,801
+8,564
| +11% | +$145K | 0.31% | 33 |
|
2021
Q4 | $1.67M | Sell |
80,237
-650
| -0.8% | -$13.5K | 0.34% | 29 |
|
2021
Q3 | $1.15M | Buy |
80,887
+1,096
| +1% | +$15.5K | 0.28% | 40 |
|
2021
Q2 | $1.19M | Sell |
79,791
-660
| -0.8% | -$9.81K | 0.29% | 41 |
|
2021
Q1 | $986K | Buy |
80,451
+1,000
| +1% | +$12.3K | 0.26% | 47 |
|
2020
Q4 | $698K | Sell |
79,451
-4,972
| -6% | -$43.7K | 0.2% | 54 |
|
2020
Q3 | $562K | Buy |
84,423
+534
| +0.6% | +$3.56K | 0.18% | 60 |
|
2020
Q2 | $510K | Sell |
83,889
-88
| -0.1% | -$535 | 0.18% | 65 |
|
2020
Q1 | $406K | Buy |
83,977
+4,258
| +5% | +$20.6K | 0.14% | 68 |
|
2019
Q4 | $741K | Buy |
+79,719
| New | +$741K | 0.19% | 51 |
|