Patriot Financial Group Insurance Agency’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $595K | Buy |
54,862
+1,724
| +3% | +$18.7K | 0.07% | 284 |
|
2025
Q1 | $533K | Buy |
53,138
+928
| +2% | +$9.31K | 0.07% | 283 |
|
2024
Q4 | $517K | Sell |
52,210
-645
| -1% | -$6.39K | 0.07% | 277 |
|
2024
Q3 | $558K | Buy |
52,855
+11,998
| +29% | +$127K | 0.08% | 277 |
|
2024
Q2 | $512K | Buy |
40,857
+1,054
| +3% | +$13.2K | 0.08% | 270 |
|
2024
Q1 | $529K | Buy |
39,803
+9,022
| +29% | +$120K | 0.08% | 264 |
|
2023
Q4 | $375K | Sell |
30,781
-4,464
| -13% | -$54.4K | 0.07% | 291 |
|
2023
Q3 | $438K | Sell |
35,245
-6,733
| -16% | -$83.6K | 0.09% | 266 |
|
2023
Q2 | $635K | Buy |
41,978
+10,091
| +32% | +$153K | 0.12% | 199 |
|
2023
Q1 | $402K | Sell |
31,887
-5,069
| -14% | -$63.9K | 0.08% | 269 |
|
2022
Q4 | $430K | Buy |
36,956
+1,309
| +4% | +$15.2K | 0.06% | 233 |
|
2022
Q3 | $399K | Buy |
35,647
+929
| +3% | +$10.4K | 0.1% | 229 |
|
2022
Q2 | $386K | Buy |
34,718
+3,339
| +11% | +$37.1K | 0.08% | 254 |
|
2022
Q1 | $531K | Sell |
31,379
-5,426
| -15% | -$91.8K | 0.09% | 227 |
|
2021
Q4 | $765K | Buy |
36,805
+3,146
| +9% | +$65.4K | 0.13% | 172 |
|
2021
Q3 | $477K | Buy |
33,659
+6,854
| +26% | +$97.1K | 0.08% | 243 |
|
2021
Q2 | $398K | Buy |
26,805
+15,240
| +132% | +$226K | 0.07% | 272 |
|
2021
Q1 | $191K | Sell |
11,565
-2,920
| -20% | -$48.2K | 0.04% | 402 |
|
2020
Q4 | $127K | Buy |
14,485
+1,443
| +11% | +$12.7K | 0.03% | 437 |
|
2020
Q3 | $87K | Sell |
13,042
-2,286
| -15% | -$15.2K | 0.03% | 420 |
|
2020
Q2 | $93K | Buy |
15,328
+643
| +4% | +$3.9K | 0.04% | 361 |
|
2020
Q1 | $71K | Sell |
14,685
-500
| -3% | -$2.42K | 0.03% | 380 |
|
2019
Q4 | $141K | Sell |
15,185
-2,246
| -13% | -$20.9K | 0.05% | 275 |
|
2019
Q3 | $160K | Sell |
17,431
-1,349
| -7% | -$12.4K | 0.07% | 241 |
|
2019
Q2 | $190K | Sell |
18,780
-2,865
| -13% | -$29K | 0.08% | 204 |
|
2019
Q1 | $190K | Buy |
21,645
+3,770
| +21% | +$33.1K | 0.1% | 171 |
|
2018
Q4 | $137K | Sell |
17,875
-2,330
| -12% | -$17.9K | 0.09% | 165 |
|
2018
Q3 | $187K | Buy |
20,205
+16,444
| +437% | +$152K | 0.11% | 129 |
|
2018
Q2 | $42K | Sell |
3,761
-23,558
| -86% | -$263K | 0.04% | 197 |
|
2018
Q1 | $297K | Buy |
27,319
+3,936
| +17% | +$42.8K | 0.22% | 95 |
|
2017
Q4 | $311K | Buy |
23,383
+1,967
| +9% | +$26.2K | 0.23% | 87 |
|
2017
Q3 | $264K | Buy |
21,416
+1,826
| +9% | +$22.5K | 0.24% | 84 |
|
2017
Q2 | $222K | Sell |
19,590
-930
| -5% | -$10.5K | 0.23% | 90 |
|
2017
Q1 | $231K | Buy |
20,520
+196
| +1% | +$2.21K | 0.24% | 74 |
|
2016
Q4 | $251K | Buy |
+20,324
| New | +$251K | 0.34% | 52 |
|