Lakeshore Financial Planning’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$180K Sell
16,574
-114
-0.7% -$1.24K 0.07% 76
2025
Q1
$167K Sell
16,688
-10,439
-38% -$105K 0.07% 76
2024
Q4
$269K Sell
27,127
-2,969
-10% -$29.4K 0.11% 56
2024
Q3
$318K Sell
30,096
-3,263
-10% -$34.5K 0.14% 52
2024
Q2
$418K Sell
33,359
-172
-0.5% -$2.16K 0.2% 34
2024
Q1
$445K Sell
33,531
-276
-0.8% -$3.67K 0.23% 32
2023
Q4
$412K Sell
33,807
-2,426
-7% -$29.6K 0.23% 33
2023
Q3
$450K Buy
+36,233
New +$450K 0.26% 31