LA
Legacy Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,239
| Closed | -$171K | – | 440 |
|
|
2024
Q4 | $171K | Buy |
+17,239
| New | +$171K | 0.02% | 397 |
|
|
2024
Q3 | – | Sell |
-16,170
| Closed | -$203K | – | 380 |
|
|
2024
Q2 | $203K | Sell |
16,170
-28,760
| -64% | -$361K | 0.02% | 317 |
|
|
2024
Q1 | $597K | Sell |
44,930
-1,592
| -3% | -$21.1K | 0.08% | 193 |
|
|
2023
Q4 | $567K | Buy |
46,522
+15,743
| +51% | +$192K | 0.07% | 184 |
|
|
2023
Q3 | $382K | Buy |
+30,779
| New | +$382K | 0.06% | 210 |
|
|
2021
Q2 | – | Sell |
-37,468
| Closed | -$459K | – | 126 |
|
|
2021
Q1 | $459K | Hold |
37,468
| – | – | 0.2% | 67 |
|
|
2020
Q4 | $329K | Sell |
37,468
-2,311
| -6% | -$20.3K | 0.19% | 79 |
|
|
2020
Q3 | $265K | Buy |
39,779
+2,311
| +6% | +$15.4K | 0.18% | 84 |
|
|
2020
Q2 | $228K | Sell |
37,468
-1,007
| -3% | -$6.13K | 0.18% | 87 |
|
|
2020
Q1 | $186K | Buy |
+38,475
| New | +$186K | 0.19% | 93 |
|
|
2019
Q3 | – | Sell |
-5,340
| Closed | -$55K | – | 183 |
|
|
2019
Q2 | $55K | Sell |
5,340
-54,340
| -91% | -$560K | 0.04% | 199 |
|
|
2019
Q1 | $524K | Buy |
59,680
+15,840
| +36% | +$139K | 0.17% | 100 |
|
|
2018
Q4 | $335K | Buy |
43,840
+8,000
| +22% | +$61.1K | 0.25% | 82 |
|
|
2018
Q3 | $332K | Buy |
35,840
+22,250
| +164% | +$206K | 0.16% | 110 |
|
|
2018
Q2 | $150K | Buy |
13,590
+5,720
| +73% | +$63.1K | 0.11% | 108 |
|
|
2018
Q1 | $89K | Buy |
7,870
+5,000
| +174% | +$56.5K | 0.07% | 124 |
|
|
2017
Q4 | $35K | Hold |
2,870
| – | – | 0.03% | 146 |
|
|
2017
Q3 | $34K | Sell |
2,870
-12,000
| -81% | -$142K | 0.04% | 130 |
|
|
2017
Q2 | $166K | Buy |
14,870
+4,280
| +40% | +$47.8K | 0.21% | 53 |
|
|
2017
Q1 | $123K | Buy |
10,590
+7,000
| +195% | +$81.3K | 0.17% | 58 |
|
|
2016
Q4 | $43K | Buy |
+3,590
| New | +$43K | 0.06% | 104 |
|