Optimum Investment Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.5K | Hold |
9,169
| – | – | 0.04% | 254 |
|
|
2025
Q1 | $92K | Hold |
9,169
| – | – | 0.04% | 256 |
|
|
2024
Q4 | $90.8K | Hold |
9,169
| – | – | 0.04% | 265 |
|
|
2024
Q3 | $96.8K | Hold |
9,169
| – | – | 0.04% | 278 |
|
|
2024
Q2 | $115K | Buy |
9,169
+104
| +1% | +$1.3K | 0.05% | 247 |
|
|
2024
Q1 | $120K | Sell |
9,065
-2,561
| -22% | -$34K | 0.06% | 249 |
|
|
2023
Q4 | $142K | Sell |
11,626
-102
| -0.9% | -$1.24K | 0.07% | 217 |
|
|
2023
Q3 | $146K | Buy |
11,728
+1
| +0% | +$12 | 0.07% | 211 |
|
|
2023
Q2 | $177K | Buy |
11,727
+1
| +0% | +$15 | 0.09% | 203 |
|
|
2023
Q1 | $148K | Sell |
11,726
-999
| -8% | -$12.6K | 0.08% | 213 |
|
|
2022
Q4 | $148K | Sell |
12,725
-1,000
| -7% | -$11.6K | 0.08% | 217 |
|
|
2022
Q3 | $154K | Hold |
13,725
| – | – | 0.08% | 209 |
|
|
2022
Q2 | $153K | Sell |
13,725
-180
| -1% | -$2.01K | 0.08% | 221 |
|
|
2022
Q1 | $235K | Buy |
13,905
+10
| +0.1% | +$169 | 0.1% | 182 |
|
|
2021
Q4 | $289K | Buy |
13,895
+180
| +1% | +$3.74K | 0.11% | 176 |
|
|
2021
Q3 | $194K | Buy |
13,715
+650
| +5% | +$9.19K | 0.08% | 220 |
|
|
2021
Q2 | $194K | Sell |
13,065
-550
| -4% | -$8.17K | 0.06% | 267 |
|
|
2021
Q1 | $167K | Hold |
13,615
| – | – | 0.05% | 291 |
|
|
2020
Q4 | $120K | Hold |
13,615
| – | – | 0.04% | 323 |
|
|
2020
Q3 | $91K | Sell |
13,615
-500
| -4% | -$3.34K | 0.03% | 344 |
|
|
2020
Q2 | $86K | Hold |
14,115
| – | – | 0.03% | 349 |
|
|
2020
Q1 | $68K | Sell |
14,115
-1,778
| -11% | -$8.57K | 0.03% | 367 |
|
|
2019
Q4 | $148K | Buy |
15,893
+1,021
| +7% | +$9.51K | 0.04% | 323 |
|
|
2019
Q3 | $136K | Sell |
14,872
-1,389
| -9% | -$12.7K | 0.04% | 318 |
|
|
2019
Q2 | $166K | Sell |
16,261
-291
| -2% | -$2.97K | 0.05% | 296 |
|
|
2019
Q1 | $145K | Sell |
16,552
-4,337
| -21% | -$38K | 0.05% | 323 |
|
|
2018
Q4 | $160K | Sell |
20,889
-4,900
| -19% | -$37.5K | 0.06% | 290 |
|
|
2018
Q3 | $239K | Sell |
25,789
-8,849
| -26% | -$82K | 0.07% | 274 |
|
|
2018
Q2 | $383K | Sell |
34,638
-2,540
| -7% | -$28.1K | 0.11% | 187 |
|
|
2018
Q1 | $412K | Sell |
37,178
-2,435
| -6% | -$27K | 0.12% | 179 |
|
|
2017
Q4 | $495K | Hold |
39,613
| – | – | 0.16% | 165 |
|
|
2017
Q3 | $474K | Sell |
39,613
-6,600
| -14% | -$79K | 0.16% | 174 |
|
|
2017
Q2 | $517K | Sell |
46,213
-8,800
| -16% | -$98.4K | 0.18% | 161 |
|
|
2017
Q1 | $640K | Sell |
55,013
-800
| -1% | -$9.31K | 0.23% | 127 |
|
|
2016
Q4 | $677K | Sell |
55,813
-7,887
| -12% | -$95.7K | 0.25% | 110 |
|
|
2016
Q3 | $769K | Sell |
63,700
-20,493
| -24% | -$247K | 0.29% | 101 |
|
|
2016
Q2 | $1.06M | Sell |
84,193
-8,694
| -9% | -$109K | 0.41% | 68 |
|
|
2016
Q1 | $1.25M | Buy |
92,887
+12,018
| +15% | +$162K | 0.49% | 58 |
|
|
2015
Q4 | $1.14M | Sell |
80,869
-16,344
| -17% | -$230K | 0.44% | 61 |
|
|
2015
Q3 | $1.32M | Buy |
+97,213
| New | +$1.32M | 0.53% | 48 |
|
|
2015
Q1 | $2.13M | Buy |
132,002
+3,155
| +2% | +$50.9K | 0.67% | 29 |
|
|
2014
Q4 | $2M | Buy |
128,847
+2,469
| +2% | +$38.3K | 0.64% | 29 |
|
|
2014
Q3 | $1.87M | Sell |
126,378
-3,196
| -2% | -$47.3K | 0.62% | 35 |
|
|
2014
Q2 | $2.23M | Buy |
129,574
+6,276
| +5% | +$108K | 0.72% | 29 |
|
|
2014
Q1 | $1.92M | Buy |
123,298
+12,800
| +12% | +$200K | 0.72% | 31 |
|
|
2013
Q4 | $1.71M | Buy |
110,498
+100
| +0.1% | +$1.54K | 0.64% | 35 |
|
|
2013
Q3 | $1.86M | Buy |
+110,398
| New | +$1.86M | 0.76% | 32 |
|