Regent Peak Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $176K | Buy |
17,567
+361
| +2% | +$3.62K | 0.04% | 174 |
|
|
2024
Q4 | $170K | Sell |
17,206
-705
| -4% | -$6.98K | 0.04% | 175 |
|
|
2024
Q3 | $189K | Sell |
17,911
-588
| -3% | -$6.21K | 0.04% | 173 |
|
|
2024
Q2 | $232K | Sell |
18,499
-2,274
| -11% | -$28.5K | 0.05% | 143 |
|
|
2024
Q1 | $276K | Buy |
20,773
+767
| +4% | +$10.2K | 0.07% | 128 |
|
|
2023
Q4 | $244K | Sell |
20,006
-616
| -3% | -$7.51K | 0.07% | 131 |
|
|
2023
Q3 | $256K | Buy |
20,622
+360
| +2% | +$4.47K | 0.08% | 123 |
|
|
2023
Q2 | $307K | Buy |
20,262
+3
| +0% | +$45 | 0.09% | 104 |
|
|
2023
Q1 | $255K | Sell |
20,259
-163
| -0.8% | -$2.05K | 0.08% | 124 |
|
|
2022
Q4 | $239K | Buy |
20,422
+12
| +0.1% | +$140 | 0.08% | 135 |
|
|
2022
Q3 | $228K | Buy |
20,410
+51
| +0.3% | +$570 | 0.08% | 134 |
|
|
2022
Q2 | $226K | Sell |
20,359
-236
| -1% | -$2.62K | 0.07% | 139 |
|
|
2022
Q1 | $348K | Sell |
20,595
-2,424
| -11% | -$41K | 0.1% | 114 |
|
|
2021
Q4 | $478K | Buy |
23,019
+755
| +3% | +$15.7K | 0.13% | 96 |
|
|
2021
Q3 | $315K | Buy |
22,264
+125
| +0.6% | +$1.77K | 0.09% | 123 |
|
|
2021
Q2 | $309K | Buy |
22,139
+3,152
| +17% | +$44K | 0.09% | 125 |
|
|
2021
Q1 | $232K | Buy |
18,987
+60
| +0.3% | +$733 | 0.08% | 138 |
|
|
2020
Q4 | $166K | Buy |
18,927
+122
| +0.6% | +$1.07K | 0.06% | 157 |
|
|
2020
Q3 | $125K | Sell |
18,805
-489
| -3% | -$3.25K | 0.05% | 127 |
|
|
2020
Q2 | $117K | Buy |
19,294
+950
| +5% | +$5.76K | 0.05% | 119 |
|
|
2020
Q1 | $88K | Buy |
+18,344
| New | +$88K | 0.05% | 110 |
|