CLA (CliftonLarsonAllen) Wealth Advisors’s Ford F Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$276K	Buy	23,926 +2,300	+11%	+$30.3K	﹤0.01%	216
2025 Q4	$284K	Buy	+21,626	New	+$279K	﹤0.01%	204
2023 Q4	–	Sell	-32,968	Closed	-$409K	–	186
2023 Q3	$409K	Buy	32,968 +1,579	+5%	+$20.5K	0.01%	163
2023 Q2	$475K	Buy	31,389 +181	+0.6%	+$2.29K	0.01%	159
2023 Q1	$393K	Sell	31,208 -2,866	-8%	-$35.9K	0.01%	174
2022 Q4	$396K	Sell	34,074 -4,490	-12%	-$57.7K	0.01%	174
2022 Q3	$432K	Buy	38,564 +17,579	+84%	+$246K	0.05%	80
2022 Q2	$234K	Buy	20,985 +3,085	+17%	+$42.2K	0.01%	179
2022 Q1	$303K	Sell	17,900 -43,230	-71%	-$822K	0.01%	185
2021 Q4	$1.27M	Sell	61,130 -1,115	-2%	-$20.5K	0.05%	119
2021 Q3	$881K	Buy	+62,245	New	+$847K	0.03%	161
2021 Q1	–	Sell	-61,061	Closed	-$537K	–	168
2020 Q4	$537K	Buy	61,061 +966	+2%	+$8.09K	0.03%	142
2020 Q3	$400K	Buy	60,095 +25	+0%	+$169	0.02%	144
2020 Q2	$365K	Buy	+60,070	New	+$333K	0.02%	148
2017 Q1	–	Sell	-18,646	Closed	-$226K	–	134
2016 Q4	$226K	Hold	18,646	–	–	0.03%	127
2016 Q3	$225K	Buy	18,646 +1,305	+8%	+$16.5K	0.03%	124
2016 Q2	$218K	Buy	+17,341	New	+$229K	0.03%	106
2016 Q1	–	Sell	-16,663	Closed	-$235K	–	107
2015 Q4	$235K	Buy	16,663 +28	+0.2%	+$405	0.04%	112
2015 Q3	$226K	Buy	16,635 +2,150	+15%	+$30.7K	0.04%	106
2015 Q2	$217K	Buy	+14,485	New	+$225K	0.04%	151