Kingswood Wealth 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 | $196K | Sell |
18,052
-2,055
| -10% | -$22.3K | 0.02% | 710 |
|
|
2025
Q1 | $201K | Sell |
20,107
-16,536
| -45% | -$165K | 0.02% | 685 |
|
|
2024
Q4 | $363K | Sell |
36,643
-6,864
| -16% | -$68K | 0.03% | 541 |
|
|
2024
Q3 | $461K | Sell |
43,507
-5,369
| -11% | -$56.9K | 0.03% | 471 |
|
|
2024
Q2 | $613K | Sell |
48,876
-14,152
| -22% | -$177K | 0.06% | 333 |
|
|
2024
Q1 | $837K | Buy |
63,028
+6,222
| +11% | +$82.6K | 0.1% | 237 |
|
|
2023
Q4 | $692K | Buy |
56,806
+35,723
| +169% | +$435K | 0.08% | 274 |
|
|
2023
Q3 | $579K | Sell |
21,083
-53,508
| -72% | -$1.47M | 0.1% | 218 |
|
|
2023
Q2 | $1.13M | Buy |
+74,591
| New | +$1.13M | 0.36% | 71 |
|