KMG Fiduciary Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Sell |
76,500
-27,864
| -27% | -$302K | 0.06% | 198 |
|
|
2025
Q1 | $1.05M | Sell |
104,364
-130,696
| -56% | -$1.31M | 0.09% | 177 |
|
|
2024
Q4 | $2.33M | Sell |
235,060
-15,272
| -6% | -$151K | 0.19% | 112 |
|
|
2024
Q3 | $2.64M | Buy |
250,332
+1,222
| +0.5% | +$12.9K | 0.23% | 102 |
|
|
2024
Q2 | $3.12M | Buy |
249,110
+17,532
| +8% | +$220K | 0.31% | 78 |
|
|
2024
Q1 | $3.08M | Buy |
231,578
+4,079
| +2% | +$54.2K | 0.32% | 75 |
|
|
2023
Q4 | $2.77M | Sell |
227,499
-10,474
| -4% | -$128K | 0.32% | 77 |
|
|
2023
Q3 | $2.96M | Buy |
237,973
+5,573
| +2% | +$69.2K | 0.39% | 70 |
|
|
2023
Q2 | $3.52M | Sell |
232,400
-16,048
| -6% | -$243K | 0.46% | 58 |
|
|
2023
Q1 | $3.13M | Buy |
248,448
+112,163
| +82% | +$1.41M | 0.45% | 60 |
|
|
2022
Q4 | $1.58M | Buy |
136,285
+3,877
| +3% | +$45.1K | 0.26% | 99 |
|
|
2022
Q3 | $1.48M | Buy |
132,408
+6,131
| +5% | +$68.7K | 0.29% | 91 |
|
|
2022
Q2 | $1.41M | Buy |
126,277
+47,107
| +60% | +$524K | 0.26% | 89 |
|
|
2022
Q1 | $1.34M | Buy |
79,170
+51,832
| +190% | +$877K | 0.21% | 95 |
|
|
2021
Q4 | $568K | Sell |
27,338
-34
| -0.1% | -$706 | 0.09% | 130 |
|
|
2021
Q3 | $388K | Sell |
27,372
-2,160
| -7% | -$30.6K | 0.07% | 151 |
|
|
2021
Q2 | $439K | Buy |
+29,532
| New | +$439K | 0.08% | 141 |
|
|
2020
Q2 | – | Sell |
-36,568
| Closed | -$177K | – | 134 |
|
|
2020
Q1 | $177K | Sell |
36,568
-58,250
| -61% | -$282K | 0.06% | 125 |
|
|
2019
Q4 | $882K | Buy |
+94,818
| New | +$882K | 0.27% | 65 |
|
|
2019
Q2 | – | Sell |
-10,868
| Closed | -$95K | – | 114 |
|
|
2019
Q1 | $95K | Buy |
+10,868
| New | +$95K | 0.04% | 117 |
|