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 |
|