SageView Advisory Group’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
61,486
+23,852
| +63% | +$269K | 0.03% | 306 |
|
|
2025
Q1 | $377K | Sell |
37,634
-4,497
| -11% | -$45.1K | 0.02% | 406 |
|
|
2024
Q4 | $417K | Buy |
42,131
+4,547
| +12% | +$45K | 0.02% | 375 |
|
|
2024
Q3 | $397K | Sell |
37,584
-4,963
| -12% | -$52.4K | 0.02% | 334 |
|
|
2024
Q2 | $534K | Buy |
+42,547
| New | +$534K | 0.02% | 326 |
|
|
2024
Q1 | – | Sell |
-69,882
| Closed | -$823K | – | 588 |
|
|
2023
Q4 | $823K | Buy |
69,882
+20,726
| +42% | +$244K | 0.04% | 289 |
|
|
2023
Q3 | $611K | Sell |
49,156
-619
| -1% | -$7.69K | 0.04% | 298 |
|
|
2023
Q2 | $753K | Buy |
49,775
+9,424
| +23% | +$143K | 0.04% | 272 |
|
|
2023
Q1 | $508K | Buy |
+40,351
| New | +$508K | 0.03% | 305 |
|