Sage Private Wealth Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-43,925
| Closed | -$464K | – | 91 |
|
|
2024
Q3 | $464K | Buy |
43,925
+5,512
| +14% | +$58.2K | 0.37% | 39 |
|
|
2024
Q2 | $482K | Buy |
38,413
+9,048
| +31% | +$113K | 0.41% | 35 |
|
|
2024
Q1 | $390K | Buy |
29,365
+16,299
| +125% | +$216K | 0.31% | 46 |
|
|
2023
Q4 | $159K | Sell |
13,066
-3,673
| -22% | -$44.8K | 0.14% | 59 |
|
|
2023
Q3 | $208K | Buy |
16,739
+622
| +4% | +$7.73K | 0.29% | 45 |
|
|
2023
Q2 | $244K | Buy |
16,117
+17
| +0.1% | +$257 | 0.33% | 42 |
|
|
2023
Q1 | $203K | Buy |
16,100
+1,649
| +11% | +$20.8K | 0.23% | 44 |
|
|
2022
Q4 | $168K | Buy |
14,451
+14
| +0.1% | +$163 | 0.2% | 45 |
|
|
2022
Q3 | $162K | Buy |
14,437
+12
| +0.1% | +$135 | 0.21% | 53 |
|
|
2022
Q2 | $161K | Buy |
14,425
+832
| +6% | +$9.29K | 0.23% | 53 |
|
|
2022
Q1 | $230K | Buy |
13,593
+1,346
| +11% | +$22.8K | 0.22% | 45 |
|
|
2021
Q4 | $254K | Sell |
12,247
-630
| -5% | -$13.1K | 0.32% | 38 |
|
|
2021
Q3 | $182K | Buy |
12,877
+917
| +8% | +$13K | 0.25% | 49 |
|
|
2021
Q2 | $178K | Hold |
11,960
| – | – | 0.24% | 50 |
|
|
2021
Q1 | $147K | Buy |
11,960
+10,691
| +842% | +$131K | 0.25% | 52 |
|
|
2020
Q4 | $11K | Buy |
+1,269
| New | +$11K | 0.03% | 128 |
|