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