MPS Loria Financial Planners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
28,379
+162
| +0.6% | +$1.76K | 0.09% | 64 |
|
|
2025
Q1 | $283K | Buy |
28,217
+5,305
| +23% | +$53.2K | 0.08% | 65 |
|
|
2024
Q4 | $227K | Buy |
22,912
+352
| +2% | +$3.49K | 0.07% | 76 |
|
|
2024
Q3 | $238K | Buy |
22,560
+154
| +0.7% | +$1.63K | 0.07% | 76 |
|
|
2024
Q2 | $281K | Buy |
22,406
+168
| +0.8% | +$2.11K | 0.09% | 65 |
|
|
2024
Q1 | $295K | Buy |
22,238
+312
| +1% | +$4.14K | 0.1% | 64 |
|
|
2023
Q4 | $267K | Buy |
21,926
+2,634
| +14% | +$32.1K | 0.09% | 71 |
|
|
2023
Q3 | $240K | Sell |
19,292
-2,588
| -12% | -$32.1K | 0.09% | 69 |
|
|
2023
Q2 | $331K | Buy |
21,880
+852
| +4% | +$12.9K | 0.12% | 54 |
|
|
2023
Q1 | $265K | Sell |
21,028
-441
| -2% | -$5.56K | 0.11% | 62 |
|
|
2022
Q4 | $250K | Buy |
21,469
+3,428
| +19% | +$39.9K | 0.11% | 62 |
|
|
2022
Q3 | $202K | Sell |
18,041
-1,907
| -10% | -$21.4K | 0.08% | 65 |
|
|
2022
Q2 | $222K | Buy |
19,948
+2,044
| +11% | +$22.7K | 0.1% | 64 |
|
|
2022
Q1 | $302K | Sell |
17,904
-1,927
| -10% | -$32.5K | 0.13% | 60 |
|
|
2021
Q4 | $411K | Buy |
19,831
+61
| +0.3% | +$1.26K | 0.17% | 47 |
|
|
2021
Q3 | $279K | Buy |
19,770
+46
| +0.2% | +$649 | 0.13% | 63 |
|
|
2021
Q2 | $293K | Buy |
19,724
+1
| +0% | +$15 | 0.14% | 59 |
|
|
2021
Q1 | $241K | Buy |
19,723
+1,999
| +11% | +$24.4K | 0.11% | 69 |
|
|
2020
Q4 | $151K | Sell |
17,724
-168
| -0.9% | -$1.43K | 0.07% | 94 |
|
|
2020
Q3 | $119K | Sell |
17,892
-15
| -0.1% | -$100 | 0.06% | 95 |
|
|
2020
Q2 | $109K | Hold |
17,907
| – | – | 0.06% | 96 |
|
|
2020
Q1 | $86K | Buy |
17,907
+279
| +2% | +$1.34K | 0.07% | 65 |
|
|
2019
Q4 | $163K | Buy |
17,628
+671
| +4% | +$6.21K | 0.1% | 73 |
|
|
2019
Q3 | $155K | Buy |
16,957
+201
| +1% | +$1.84K | 0.1% | 69 |
|
|
2019
Q2 | $171K | Sell |
16,756
-450
| -3% | -$4.59K | 0.11% | 71 |
|
|
2019
Q1 | $151K | Buy |
17,206
+460
| +3% | +$4.04K | 0.1% | 71 |
|
|
2018
Q4 | $128K | Buy |
16,746
+490
| +3% | +$3.75K | 0.09% | 72 |
|
|
2018
Q3 | $150K | Sell |
16,256
-2,728
| -14% | -$25.2K | 0.09% | 76 |
|
|
2018
Q2 | $210K | Buy |
18,984
+184
| +1% | +$2.04K | 0.21% | 63 |
|
|
2018
Q1 | $208K | Buy |
18,800
+942
| +5% | +$10.4K | 0.15% | 69 |
|
|
2017
Q4 | $223K | Sell |
17,858
-1,072
| -6% | -$13.4K | 0.15% | 70 |
|
|
2017
Q3 | $227K | Sell |
18,930
-321
| -2% | -$3.85K | 0.16% | 66 |
|
|
2017
Q2 | $209K | Buy |
+19,251
| New | +$209K | 0.14% | 68 |
|