Creative 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 | $11.5M | Buy |
1,056,326
+17,466
| +2% | +$190K | 0.01% | 479 |
|
|
2025
Q1 | $10.4M | Buy |
1,038,860
+176,835
| +21% | +$1.77M | 0.01% | 475 |
|
|
2024
Q4 | $8.53M | Sell |
862,025
-1,011,977
| -54% | -$10M | 0.01% | 504 |
|
|
2024
Q3 | $19.8M | Sell |
1,874,002
-66,971
| -3% | -$707K | 0.02% | 287 |
|
|
2024
Q2 | $24.3M | Buy |
1,940,973
+12,050
| +0.6% | +$151K | 0.03% | 232 |
|
|
2024
Q1 | $25.6M | Buy |
1,928,923
+66,986
| +4% | +$890K | 0.03% | 220 |
|
|
2023
Q4 | $22.7M | Sell |
1,861,937
-1,051,424
| -36% | -$12.8M | 0.04% | 224 |
|
|
2023
Q3 | $36.2M | Buy |
2,913,361
+909,289
| +45% | +$11.3M | 0.05% | 161 |
|
|
2023
Q2 | $30.3M | Sell |
2,004,072
-172,552
| -8% | -$2.61M | 0.04% | 172 |
|
|
2023
Q1 | $27.4M | Buy |
2,176,624
+189,791
| +10% | +$2.39M | 0.04% | 179 |
|
|
2022
Q4 | $23.1M | Buy |
1,986,833
+198,380
| +11% | +$2.31M | 0.03% | 196 |
|
|
2022
Q3 | $20M | Buy |
1,788,453
+60,486
| +4% | +$677K | 0.03% | 189 |
|
|
2022
Q2 | $19.2M | Buy |
1,727,967
+109,997
| +7% | +$1.22M | 0.03% | 200 |
|
|
2022
Q1 | $27.4M | Buy |
1,617,970
+876,512
| +118% | +$14.8M | 0.04% | 162 |
|
|
2021
Q4 | $15.4M | Sell |
741,458
-30,334
| -4% | -$630K | 0.02% | 219 |
|
|
2021
Q3 | $10.9M | Buy |
771,792
+215,118
| +39% | +$3.05M | 0.02% | 249 |
|
|
2021
Q2 | $8.27M | Sell |
556,674
-31,056
| -5% | -$462K | 0.01% | 298 |
|
|
2021
Q1 | $7.2M | Sell |
587,730
-96,249
| -14% | -$1.18M | 0.01% | 327 |
|
|
2020
Q4 | $6.01M | Buy |
683,979
+131,305
| +24% | +$1.15M | 0.01% | 329 |
|
|
2020
Q3 | $3.68M | Sell |
552,674
-76,020
| -12% | -$506K | 0.01% | 371 |
|
|
2020
Q2 | $3.82M | Buy |
628,694
+17,384
| +3% | +$106K | 0.01% | 328 |
|
|
2020
Q1 | $2.95M | Sell |
611,310
-319,748
| -34% | -$1.54M | 0.01% | 332 |
|
|
2019
Q4 | $8.66M | Sell |
931,058
-92,530
| -9% | -$861K | 0.03% | 215 |
|
|
2019
Q3 | $9.38M | Buy |
1,023,588
+52,655
| +5% | +$482K | 0.03% | 186 |
|
|
2019
Q2 | $9.93M | Buy |
970,933
+271,546
| +39% | +$2.78M | 0.03% | 180 |
|
|
2019
Q1 | $6.14M | Sell |
699,387
-10,240
| -1% | -$89.9K | 0.02% | 238 |
|
|
2018
Q4 | $5.43M | Sell |
709,627
-102,124
| -13% | -$781K | 0.02% | 231 |
|
|
2018
Q3 | $7.51M | Buy |
811,751
+177,188
| +28% | +$1.64M | 0.03% | 205 |
|
|
2018
Q2 | $7.03M | Sell |
634,563
-85,589
| -12% | -$948K | 0.03% | 199 |
|
|
2018
Q1 | $7.98M | Sell |
720,152
-15,863
| -2% | -$176K | 0.03% | 173 |
|
|
2017
Q4 | $9.19M | Buy |
736,015
+18,184
| +3% | +$227K | 0.04% | 150 |
|
|
2017
Q3 | $8.59M | Sell |
717,831
-31,324
| -4% | -$375K | 0.04% | 154 |
|
|
2017
Q2 | $8.38M | Buy |
749,155
+1,404
| +0.2% | +$15.7K | 0.04% | 155 |
|
|
2017
Q1 | $8.7M | Sell |
747,751
-5,522
| -0.7% | -$64.3K | 0.05% | 148 |
|
|
2016
Q4 | $9.14M | Buy |
753,273
+24,070
| +3% | +$292K | 0.06% | 138 |
|
|
2016
Q3 | $8.8M | Sell |
729,203
-120,856
| -14% | -$1.46M | 0.06% | 135 |
|
|
2016
Q2 | $10.7M | Buy |
850,059
+129,440
| +18% | +$1.63M | 0.08% | 100 |
|
|
2016
Q1 | $9.73M | Sell |
720,619
-88,300
| -11% | -$1.19M | 0.08% | 99 |
|
|
2015
Q4 | $11.4M | Buy |
808,919
+43,560
| +6% | +$614K | 0.09% | 95 |
|
|
2015
Q3 | $10.4M | Buy |
765,359
+229,349
| +43% | +$3.11M | 0.09% | 93 |
|
|
2015
Q2 | $8.05M | Buy |
536,010
+21,007
| +4% | +$315K | 0.07% | 111 |
|
|
2015
Q1 | $8.31M | Sell |
515,003
-19,153
| -4% | -$309K | 0.08% | 106 |
|
|
2014
Q4 | $8.28M | Sell |
534,156
-27,624
| -5% | -$428K | 0.09% | 105 |
|
|
2014
Q3 | $8.31M | Sell |
561,780
-15,201
| -3% | -$225K | 0.1% | 99 |
|
|
2014
Q2 | $9.95M | Buy |
576,981
+35,027
| +6% | +$604K | 0.13% | 83 |
|
|
2014
Q1 | $8.45M | Buy |
541,954
+99,405
| +22% | +$1.55M | 0.13% | 82 |
|
|
2013
Q4 | $6.83M | Sell |
442,549
-14,183
| -3% | -$219K | 0.12% | 86 |
|
|
2013
Q3 | $7.71M | Buy |
456,732
+69,723
| +18% | +$1.18M | 0.15% | 66 |
|
|
2013
Q2 | $5.99M | Buy |
+387,009
| New | +$5.99M | 0.14% | 71 |
|