Evergreen Capital Management’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$196K Sell
18,050
-33,064
-65% -$359K 0.01% 1045
2025
Q1
$513K Sell
51,114
-5,211
-9% -$52.3K 0.02% 499
2024
Q4
$558K Buy
56,325
+44,010
+357% +$436K 0.02% 468
2024
Q3
$130K Sell
12,315
-4,491
-27% -$47.4K ﹤0.01% 973
2024
Q2
$211K Sell
16,806
-8,860
-35% -$111K 0.01% 841
2024
Q1
$341K Buy
25,666
+10,076
+65% +$134K 0.01% 588
2023
Q4
$190K Sell
15,590
-6,694
-30% -$81.6K 0.01% 780
2023
Q3
$277K Sell
22,284
-7,634
-26% -$94.8K 0.01% 588
2023
Q2
$453K Sell
29,918
-254,136
-89% -$3.85M 0.02% 416
2023
Q1
$3.58M Buy
284,054
+15,160
+6% +$191K 0.16% 156
2022
Q4
$3.13M Buy
268,894
+2,347
+0.9% +$27.3K 0.15% 165
2022
Q3
$2.99M Sell
266,547
-10,414
-4% -$117K 0.16% 163
2022
Q2
$3.08M Buy
+276,961
New +$3.08M 0.16% 158
2020
Q2
Sell
-11,582
Closed -$56K 407
2020
Q1
$56K Buy
+11,582
New +$56K 0.01% 358