Planning Alternatives’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Hold |
41,913
| – | – | 0.06% | 53 |
|
|
2025
Q1 | $420K | Buy |
41,913
+2,462
| +6% | +$24.7K | 0.06% | 51 |
|
|
2024
Q4 | $391K | Hold |
39,451
| – | – | 0.06% | 43 |
|
|
2024
Q3 | $417K | Sell |
39,451
-2,909
| -7% | -$30.7K | 0.06% | 41 |
|
|
2024
Q2 | $531K | Buy |
42,360
+1,846
| +5% | +$23.1K | 0.09% | 37 |
|
|
2024
Q1 | $538K | Buy |
40,514
+1,063
| +3% | +$14.1K | 0.09% | 36 |
|
|
2023
Q4 | $481K | Hold |
39,451
| – | – | 0.08% | 33 |
|
|
2023
Q3 | $490K | Hold |
39,451
| – | – | 0.1% | 33 |
|
|
2023
Q2 | $597K | Hold |
39,451
| – | – | 0.11% | 30 |
|
|
2023
Q1 | $497K | Sell |
39,451
-1,707
| -4% | -$21.5K | 0.1% | 31 |
|
|
2022
Q4 | $479K | Sell |
41,158
-1,250
| -3% | -$14.5K | 0.09% | 33 |
|
|
2022
Q3 | $475K | Hold |
42,408
| – | – | 0.1% | 31 |
|
|
2022
Q2 | $472K | Buy |
42,408
+1,025
| +2% | +$11.4K | 0.09% | 31 |
|
|
2022
Q1 | $700K | Hold |
41,383
| – | – | 0.11% | 31 |
|
|
2021
Q4 | $860K | Sell |
41,383
-200
| -0.5% | -$4.16K | 0.13% | 29 |
|
|
2021
Q3 | $589K | Sell |
41,583
-335
| -0.8% | -$4.75K | 0.1% | 31 |
|
|
2021
Q2 | $623K | Sell |
41,918
-562
| -1% | -$8.35K | 0.1% | 30 |
|
|
2021
Q1 | $520K | Hold |
42,480
| – | – | 0.09% | 31 |
|
|
2020
Q4 | $373K | Hold |
42,480
| – | – | 0.07% | 33 |
|
|
2020
Q3 | $283K | Hold |
42,480
| – | – | 0.05% | 40 |
|
|
2020
Q2 | $258K | Buy |
42,480
+3,081
| +8% | +$18.7K | 0.05% | 37 |
|
|
2020
Q1 | $190K | Sell |
39,399
-12,995
| -25% | -$62.7K | 0.04% | 40 |
|
|
2019
Q4 | $487K | Sell |
52,394
-1,869
| -3% | -$17.4K | 0.08% | 36 |
|
|
2019
Q3 | $497K | Hold |
54,263
| – | – | 0.09% | 37 |
|
|
2019
Q2 | $555K | Sell |
54,263
-150
| -0.3% | -$1.53K | 0.1% | 37 |
|
|
2019
Q1 | $478K | Sell |
54,413
-3,000
| -5% | -$26.4K | 0.09% | 39 |
|
|
2018
Q4 | $439K | Sell |
57,413
-1,662
| -3% | -$12.7K | 0.09% | 36 |
|
|
2018
Q3 | $546K | Buy |
59,075
+200
| +0.3% | +$1.85K | 0.09% | 36 |
|
|
2018
Q2 | $652K | Sell |
58,875
-30,377
| -34% | -$336K | 0.12% | 35 |
|
|
2018
Q1 | $989K | Buy |
89,252
+28,530
| +47% | +$316K | 0.18% | 28 |
|
|
2017
Q4 | $758K | Buy |
60,722
+341
| +0.6% | +$4.26K | 0.14% | 32 |
|
|
2017
Q3 | $723K | Buy |
60,381
+381
| +0.6% | +$4.56K | 0.13% | 33 |
|
|
2017
Q2 | $671K | Sell |
60,000
-29,724
| -33% | -$332K | 0.13% | 33 |
|
|
2017
Q1 | $1.04M | Buy |
89,724
+29,481
| +49% | +$343K | 0.2% | 31 |
|
|
2016
Q4 | $731K | Sell |
60,243
-1,069
| -2% | -$13K | 0.15% | 32 |
|
|
2016
Q3 | $740K | Sell |
61,312
-5,382
| -8% | -$65K | 0.16% | 31 |
|
|
2016
Q2 | $838K | Buy |
66,694
+483
| +0.7% | +$6.07K | 0.18% | 31 |
|
|
2016
Q1 | $894K | Sell |
66,211
-10,364
| -14% | -$140K | 0.2% | 30 |
|
|
2015
Q4 | $1.08M | Buy |
76,575
+31,198
| +69% | +$440K | 0.25% | 29 |
|
|
2015
Q3 | $616K | Sell |
45,377
-5,500
| -11% | -$74.7K | 0.15% | 30 |
|
|
2015
Q2 | $764K | Buy |
50,877
+500
| +1% | +$7.51K | 0.16% | 28 |
|
|
2015
Q1 | $813K | Hold |
50,377
| – | – | 0.18% | 26 |
|
|
2014
Q4 | $781K | Buy |
50,377
+1,800
| +4% | +$27.9K | 0.17% | 29 |
|
|
2014
Q3 | $718K | Buy |
48,577
+250
| +0.5% | +$3.7K | 0.18% | 30 |
|
|
2014
Q2 | $833K | Sell |
48,327
-1,110
| -2% | -$19.1K | 0.21% | 29 |
|
|
2014
Q1 | $770K | Buy |
49,437
+7,329
| +17% | +$114K | 0.23% | 24 |
|
|
2013
Q4 | $650K | Buy |
42,108
+13,834
| +49% | +$214K | 0.2% | 23 |
|
|
2013
Q3 | $477K | Sell |
28,274
-735
| -3% | -$12.4K | 0.22% | 15 |
|
|
2013
Q2 | $449K | Buy |
+29,009
| New | +$449K | 0.26% | 15 |
|