San Luis 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
Q2 | $703K | Buy |
+64,772
| New | +$703K | 0.15% | 77 |
|
|
2025
Q1 | – | Sell |
-72,273
| Closed | -$716K | – | 144 |
|
|
2024
Q4 | $716K | Buy |
72,273
+22,639
| +46% | +$224K | 0.14% | 83 |
|
|
2024
Q3 | $524K | Buy |
49,634
+27,997
| +129% | +$296K | 0.11% | 91 |
|
|
2024
Q2 | $271K | Buy |
+21,637
| New | +$271K | 0.07% | 110 |
|
|
2022
Q2 | – | Sell |
-15,235
| Closed | -$316K | – | 192 |
|
|
2022
Q1 | $316K | Buy |
+15,235
| New | +$316K | 0.15% | 118 |
|
|
2021
Q4 | – | Sell |
-10,178
| Closed | -$144K | – | 105 |
|
|
2021
Q3 | $144K | Buy |
+10,178
| New | +$144K | 0.08% | 149 |
|