Kapstone Financial Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
57,754
+8,177
| +16% | +$88.7K | 0.31% | 48 |
|
|
2025
Q1 | $497K | Buy |
49,577
+25,275
| +104% | +$254K | 0.28% | 58 |
|
|
2024
Q4 | $248K | Sell |
24,302
-1,958
| -7% | -$20K | 0.13% | 92 |
|
|
2024
Q3 | $283K | Sell |
26,260
-735
| -3% | -$7.92K | 0.17% | 81 |
|
|
2024
Q2 | $339K | Hold |
26,995
| – | – | 0.22% | 73 |
|
|
2024
Q1 | $358K | Sell |
26,995
-5,296
| -16% | -$70.3K | 0.24% | 71 |
|
|
2023
Q4 | $366K | Sell |
32,291
-1,750
| -5% | -$19.8K | 0.29% | 68 |
|
|
2023
Q3 | $423K | Sell |
34,041
-10,675
| -24% | -$133K | 0.38% | 52 |
|
|
2023
Q2 | $600K | Sell |
44,716
-2,915
| -6% | -$39.1K | 0.5% | 42 |
|
|
2023
Q1 | $593K | Sell |
47,631
-320
| -0.7% | -$3.99K | 0.54% | 40 |
|
|
2022
Q4 | $687K | Buy |
+47,951
| New | +$687K | 0.63% | 33 |
|