SFP
Shepherd Financial Partners’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,273
| Closed | -$102K | – | 232 |
|
|
2024
Q4 | $102K | Sell |
10,273
-3,019
| -23% | -$29.9K | 0.01% | 219 |
|
|
2024
Q3 | $140K | Buy |
13,292
+134
| +1% | +$1.42K | 0.02% | 215 |
|
|
2024
Q2 | $165K | Sell |
13,158
-3,019
| -19% | -$37.9K | 0.02% | 213 |
|
|
2024
Q1 | $215K | Buy |
16,177
+1,388
| +9% | +$18.4K | 0.03% | 202 |
|
|
2023
Q4 | $180K | Buy |
+14,789
| New | +$180K | 0.03% | 207 |
|
|
2022
Q3 | – | Sell |
-24,879
| Closed | -$277K | – | 168 |
|
|
2022
Q2 | $277K | Buy |
24,879
+50
| +0.2% | +$557 | 0.05% | 141 |
|
|
2022
Q1 | $419K | Buy |
24,829
+1,151
| +5% | +$19.4K | 0.07% | 122 |
|
|
2021
Q4 | $492K | Buy |
23,678
+169
| +0.7% | +$3.51K | 0.09% | 114 |
|
|
2021
Q3 | $334K | Hold |
23,509
| – | – | 0.06% | 125 |
|
|
2021
Q2 | $349K | Buy |
23,509
+1,000
| +4% | +$14.8K | 0.07% | 124 |
|
|
2021
Q1 | $276K | Buy |
22,509
+1,310
| +6% | +$16.1K | 0.06% | 128 |
|
|
2020
Q4 | $186K | Hold |
21,199
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $141K | Hold |
21,199
| – | – | 0.03% | 128 |
|
|
2020
Q2 | $129K | Buy |
+21,199
| New | +$129K | 0.04% | 122 |
|