Key Financial Inc’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9K | Buy |
7,275
+88
| +1% | +$955 | 0.02% | 415 |
|
|
2025
Q1 | $72.1K | Sell |
7,187
-276
| -4% | -$2.77K | 0.02% | 417 |
|
|
2024
Q4 | $73.9K | Hold |
7,463
| – | – | 0.02% | 409 |
|
|
2024
Q3 | $78.8K | Hold |
7,463
| – | – | 0.02% | 389 |
|
|
2024
Q2 | $93.6K | Sell |
7,463
-400
| -5% | -$5.02K | 0.02% | 347 |
|
|
2024
Q1 | $104K | Sell |
7,863
-2,000
| -20% | -$26.6K | 0.03% | 319 |
|
|
2023
Q4 | $120K | Sell |
9,863
-274
| -3% | -$3.34K | 0.03% | 274 |
|
|
2023
Q3 | $126K | Hold |
10,137
| – | – | 0.04% | 252 |
|
|
2023
Q2 | $153K | Buy |
10,137
+551
| +6% | +$8.34K | 0.05% | 237 |
|
|
2023
Q1 | $121K | Buy |
9,586
+3,892
| +68% | +$49K | 0.04% | 255 |
|
|
2022
Q4 | $63.8K | Hold |
5,694
| – | – | 0.03% | 320 |
|
|
2022
Q3 | $64K | Hold |
5,694
| – | – | 0.03% | 325 |
|
|
2022
Q2 | $64K | Buy |
5,694
+100
| +2% | +$1.12K | 0.03% | 315 |
|
|
2022
Q1 | $95K | Buy |
5,594
+568
| +11% | +$9.65K | 0.05% | 260 |
|
|
2021
Q4 | $104K | Hold |
5,026
| – | – | 0.05% | 228 |
|
|
2021
Q3 | $71K | Hold |
5,026
| – | – | 0.04% | 282 |
|
|
2021
Q2 | $70K | Hold |
5,026
| – | – | 0.04% | 292 |
|
|
2021
Q1 | $62K | Buy |
5,026
+2,690
| +115% | +$33.2K | 0.04% | 243 |
|
|
2020
Q4 | $21K | Buy |
+2,336
| New | +$21K | 0.02% | 368 |
|
|
2020
Q2 | – | Sell |
-1,539
| Closed | -$8K | – | 265 |
|
|
2020
Q1 | $8K | Buy |
+1,539
| New | +$8K | 0.01% | 432 |
|