Kelly Financial Services’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,395
| Closed | -$105K | – | 300 |
|
|
2024
Q2 | $105K | Buy |
8,395
+2,721
| +48% | +$33.7K | 0.04% | 147 |
|
|
2024
Q1 | $75.3K | Buy |
5,674
+29
| +0.5% | +$352 | 0.03% | 174 |
|
|
2023
Q4 | $68.8K | Buy |
5,645
+15
| +0.3% | +$167 | 0.03% | 172 |
|
|
2023
Q3 | $69.9K | Buy |
5,630
+133
| +2% | +$1.73K | 0.03% | 154 |
|
|
2023
Q2 | $83.2K | Buy |
5,497
+11
| +0.2% | +$139 | 0.04% | 139 |
|
|
2023
Q1 | $69.1K | Buy |
5,486
+163
| +3% | +$2.04K | 0.03% | 147 |
|
|
2022
Q4 | $61.9K | Buy |
5,323
+7
| +0.1% | +$90 | 0.03% | 153 |
|
|
2022
Q3 | $59.5K | Sell |
5,316
-538
| -9% | -$7.53K | 0.03% | 142 |
|
|
2022
Q2 | $65.2K | Buy |
5,854
+299
| +5% | +$4.09K | 0.03% | 138 |
|
|
2022
Q1 | $93.9K | Buy |
5,555
+164
| +3% | +$3.12K | 0.04% | 127 |
|
|
2021
Q4 | $112K | Buy |
5,391
+1,607
| +42% | +$29.6K | 0.05% | 119 |
|
|
2021
Q3 | $53.6K | Sell |
3,784
-52,450
| -93% | -$713K | 0.03% | 151 |
|
|
2021
Q2 | $3.78M | Buy |
56,234
+52,640
| +1,465% | +$700K | 0.15% | 42 |
|
|
2021
Q1 | $44K | Hold |
3,594
| – | – | 0.03% | 137 |
|
|
2020
Q4 | $31.6K | Hold |
3,594
| – | – | 0.02% | 153 |
|
|
2020
Q3 | $23.9K | Sell |
3,594
-2,262
| -39% | -$15.3K | 0.02% | 159 |
|
|
2020
Q2 | $35.6K | Buy |
5,856
+2,500
| +74% | +$13.8K | 0.03% | 115 |
|
|
2020
Q1 | $16.2K | Sell |
3,356
-597
| -15% | -$4.47K | 0.02% | 159 |
|
|
2019
Q4 | $36.8K | Sell |
3,953
-2
| -0.1% | -$18 | 0.03% | 107 |
|
|
2019
Q3 | $36.2K | Buy |
3,955
+311
| +9% | +$2.95K | 0.03% | 104 |
|
|
2019
Q2 | $37.3K | Buy |
3,644
+2
| +0.1% | +$20 | 0.03% | 101 |
|
|
2019
Q1 | $32K | Buy |
+3,642
| New | +$31.3K | 0.04% | 114 |
|
Other funds holding F
