Lake Street Advisors Group’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $255K | Sell |
25,780
-1,961
| -7% | -$19.4K | 0.01% | 502 |
|
2024
Q3 | $293K | Sell |
27,741
-3,698
| -12% | -$39.1K | 0.01% | 460 |
|
2024
Q2 | $394K | Buy |
31,439
+709
| +2% | +$8.89K | 0.02% | 378 |
|
2024
Q1 | $408K | Buy |
30,730
+3,407
| +12% | +$45.2K | 0.02% | 375 |
|
2023
Q4 | $333K | Sell |
27,323
-738
| -3% | -$9K | 0.02% | 408 |
|
2023
Q3 | $349K | Sell |
28,061
-1,738
| -6% | -$21.6K | 0.02% | 222 |
|
2023
Q2 | $451K | Sell |
29,799
-6,407
| -18% | -$97K | 0.02% | 214 |
|
2023
Q1 | $456K | Buy |
36,206
+376
| +1% | +$4.74K | 0.03% | 200 |
|
2022
Q4 | $417K | Sell |
35,830
-1,699
| -5% | -$19.8K | 0.03% | 200 |
|
2022
Q3 | $420K | Buy |
37,529
+8,818
| +31% | +$98.7K | 0.03% | 196 |
|
2022
Q2 | $320K | Sell |
28,711
-1,088
| -4% | -$12.1K | 0.02% | 183 |
|
2022
Q1 | $504K | Buy |
29,799
+4,105
| +16% | +$69.4K | 0.03% | 171 |
|
2021
Q4 | $534K | Buy |
25,694
+1,564
| +6% | +$32.5K | 0.03% | 169 |
|
2021
Q3 | $342K | Buy |
24,130
+9,644
| +67% | +$137K | 0.04% | 137 |
|
2021
Q2 | $201K | Buy |
14,486
+260
| +2% | +$3.61K | 0.01% | 316 |
|
2021
Q1 | $174K | Buy |
14,226
+1,248
| +10% | +$15.3K | 0.01% | 317 |
|
2020
Q4 | $114K | Buy |
12,978
+1,053
| +9% | +$9.25K | 0.01% | 306 |
|
2020
Q3 | $79K | Sell |
11,925
-1,323
| -10% | -$8.77K | 0.01% | 284 |
|
2020
Q2 | $81K | Buy |
+13,248
| New | +$81K | 0.01% | 272 |
|
2020
Q1 | – | Sell |
-10,087
| Closed | -$94K | – | 261 |
|
2019
Q4 | $94K | Buy |
+10,087
| New | +$94K | 0.01% | 252 |
|
2019
Q3 | – | Sell |
-10,722
| Closed | -$110K | – | 234 |
|
2019
Q2 | $110K | Buy |
+10,722
| New | +$110K | 0.01% | 224 |
|
2018
Q3 | – | Sell |
-10,476
| Closed | -$116K | – | 252 |
|
2018
Q2 | $116K | Sell |
10,476
-432
| -4% | -$4.78K | 0.01% | 325 |
|
2018
Q1 | $121K | Buy |
10,908
+541
| +5% | +$6K | 0.01% | 307 |
|
2017
Q4 | $129K | Buy |
+10,367
| New | +$129K | 0.01% | 316 |
|