Root Financial Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Buy |
20,093
+2,830
| +16% | +$30.7K | 0.02% | 234 |
|
|
2025
Q1 | $173K | Buy |
17,263
+269
| +2% | +$2.7K | 0.02% | 207 |
|
|
2024
Q4 | $168K | Buy |
16,994
+1,921
| +13% | +$19K | 0.02% | 208 |
|
|
2024
Q3 | $159K | Sell |
15,073
-962
| -6% | -$10.2K | 0.03% | 149 |
|
|
2024
Q2 | $201K | Buy |
16,035
+2,149
| +15% | +$26.9K | 0.05% | 111 |
|
|
2024
Q1 | $184K | Buy |
13,886
+480
| +4% | +$6.38K | 0.05% | 94 |
|
|
2023
Q4 | $163K | Buy |
+13,406
| New | +$163K | 0.06% | 78 |
|