Schechter Investment 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 | $114K | Buy |
+11,402
| New | +$114K | 0.01% | 575 |
|
|
2024
Q4 | – | Sell |
-11,141
| Closed | -$118K | – | 679 |
|
|
2024
Q3 | $118K | Sell |
11,141
-8,980
| -45% | -$94.8K | 0.01% | 611 |
|
|
2024
Q2 | $252K | Sell |
20,121
-8,395
| -29% | -$105K | 0.02% | 508 |
|
|
2024
Q1 | $379K | Buy |
28,516
+9,074
| +47% | +$121K | 0.03% | 444 |
|
|
2023
Q4 | $237K | Buy |
19,442
+1,845
| +10% | +$22.5K | 0.02% | 514 |
|
|
2023
Q3 | $219K | Sell |
17,597
-6,448
| -27% | -$80.1K | 0.02% | 523 |
|
|
2023
Q2 | $364K | Buy |
24,045
+2,539
| +12% | +$38.4K | 0.03% | 446 |
|
|
2023
Q1 | $271K | Buy |
21,506
+576
| +3% | +$7.26K | 0.03% | 543 |
|
|
2022
Q4 | $243K | Sell |
20,930
-8,060
| -28% | -$93.7K | 0.02% | 696 |
|
|
2022
Q3 | $325K | Buy |
28,990
+11,710
| +68% | +$131K | 0.03% | 672 |
|
|
2022
Q2 | $192K | Sell |
17,280
-2,864
| -14% | -$31.8K | 0.02% | 850 |
|
|
2022
Q1 | $340K | Buy |
20,144
+7,669
| +61% | +$129K | 0.03% | 653 |
|
|
2021
Q4 | $259K | Buy |
+12,475
| New | +$259K | 0.02% | 721 |
|