Lloyd Advisory Services’s Ford F Stock Holding History

Lloyd Advisory Services’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-51	Closed	-$663	–	905
2025 Q4	$663	Buy	+51	New	+$658	﹤0.01%	506
2024 Q2	–	Sell	-82,095	Closed	-$1.09M	–	126
2024 Q1	$1.09M	Buy	82,095 +67,494	+462%	+$818K	0.23%	78
2023 Q4	$178K	Buy	14,601 +4,227	+41%	+$47K	0.08%	130
2023 Q3	$129K	Buy	+10,374	New	+$135K	0.04%	249
2022 Q2	–	Sell	-58	Closed	-$1K	–	225
2022 Q1	$1K	Buy	58 +1	+2%	+$19	﹤0.01%	560
2021 Q4	$1K	Hold	57	–	–	﹤0.01%	390
2021 Q3	$1K	Sell	57 -133	-70%	-$1.81K	﹤0.01%	363
2021 Q2	$3K	Sell	190 -10	-5%	-$133	﹤0.01%	337
2021 Q1	$2K	Hold	200	–	–	﹤0.01%	330
2020 Q4	$2K	Sell	200 -1,410	-88%	-$11.8K	﹤0.01%	305
2020 Q3	$11K	Buy	1,610 +1,334	+483%	+$9.03K	0.01%	180
2020 Q2	$2K	Hold	276	–	–	﹤0.01%	261
2020 Q1	$1K	Buy	276 +201	+268%	+$1.51K	﹤0.01%	239
2019 Q4	$1K	Buy	+75	New	+$674	﹤0.01%	328

Other funds holding F

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return