Lee Financial’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,337
| Closed | -$278K | – | 184 |
|
|
2024
Q3 | $278K | Buy |
26,337
+1,151
| +5% | +$12.2K | 0.04% | 151 |
|
|
2024
Q2 | $316K | Hold |
25,186
| – | – | 0.05% | 116 |
|
|
2024
Q1 | $334K | Buy |
25,186
+350
| +1% | +$4.65K | 0.06% | 111 |
|
|
2023
Q4 | $303K | Buy |
24,836
+854
| +4% | +$10.4K | 0.05% | 112 |
|
|
2023
Q3 | $298K | Hold |
23,982
| – | – | 0.06% | 109 |
|
|
2023
Q2 | $363K | Buy |
23,982
+140
| +0.6% | +$2.12K | 0.06% | 101 |
|
|
2023
Q1 | $300K | Sell |
23,842
-185
| -0.8% | -$2.33K | 0.05% | 111 |
|
|
2022
Q4 | $279K | Sell |
24,027
-3
| -0% | -$35 | 0.05% | 123 |
|
|
2022
Q3 | $269K | Sell |
24,030
-1,126
| -4% | -$12.6K | 0.05% | 126 |
|
|
2022
Q2 | $280K | Buy |
25,156
+3,183
| +14% | +$35.4K | 0.05% | 125 |
|
|
2022
Q1 | $371K | Buy |
21,973
+4,415
| +25% | +$74.5K | 0.07% | 110 |
|
|
2021
Q4 | $365K | Buy |
17,558
+16,605
| +1,742% | +$345K | 0.07% | 114 |
|
|
2021
Q3 | $14K | Buy |
953
+100
| +12% | +$1.47K | ﹤0.01% | 382 |
|
|
2021
Q2 | $13K | Hold |
853
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $10K | Buy |
853
+200
| +31% | +$2.35K | ﹤0.01% | 384 |
|
|
2020
Q4 | $6K | Hold |
653
| – | – | ﹤0.01% | 416 |
|
|
2020
Q3 | $4K | Hold |
653
| – | – | ﹤0.01% | 475 |
|
|
2020
Q2 | $4K | Hold |
653
| – | – | ﹤0.01% | 448 |
|
|
2020
Q1 | $3K | Hold |
653
| – | – | ﹤0.01% | 410 |
|
|
2019
Q4 | $6K | Hold |
653
| – | – | ﹤0.01% | 399 |
|
|
2019
Q3 | $6K | Hold |
653
| – | – | ﹤0.01% | 404 |
|
|
2019
Q2 | $7K | Hold |
653
| – | – | ﹤0.01% | 403 |
|
|
2019
Q1 | $6K | Hold |
653
| – | – | ﹤0.01% | 398 |
|
|
2018
Q4 | $5K | Hold |
653
| – | – | ﹤0.01% | 365 |
|
|
2018
Q3 | $6K | Sell |
653
-129
| -16% | -$1.19K | ﹤0.01% | 393 |
|
|
2018
Q2 | $8K | Sell |
782
-49
| -6% | -$501 | ﹤0.01% | 528 |
|
|
2018
Q1 | $9K | Buy |
831
+178
| +27% | +$1.93K | ﹤0.01% | 493 |
|
|
2017
Q4 | $8K | Sell |
653
-153
| -19% | -$1.87K | ﹤0.01% | 370 |
|
|
2017
Q3 | $10K | Hold |
806
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $9K | Hold |
806
| – | – | ﹤0.01% | 339 |
|
|
2017
Q1 | $9K | Hold |
806
| – | – | ﹤0.01% | 287 |
|
|
2016
Q4 | $10K | Buy |
+806
| New | +$10K | 0.01% | 286 |
|