Signature Estate & Investment Advisors’s Ford F Stock Holding History

Signature Estate & Investment Advisors’s Portfolio F Stock Details F Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$686K	Sell	63,201 -5,079	-7%	-$55.1K	0.02%	298
2025 Q1	$685K	Sell	68,280 -3,884	-5%	-$39K	0.02%	277
2024 Q4	$714K	Sell	72,164 -5,168	-7%	-$51.2K	0.02%	276
2024 Q3	$817K	Sell	77,332 -12	-0%	-$127	0.02%	227
2024 Q2	$970K	Buy	77,344 +17,483	+29%	+$219K	0.02%	202
2024 Q1	$795K	Buy	59,861 +801	+1%	+$10.6K	0.02%	100
2023 Q4	$720K	Sell	59,060 -2,063	-3%	-$25.2K	0.02%	109
2023 Q3	$759K	Sell	61,123 -15	-0%	-$186	0.03%	101
2023 Q2	$925K	Buy	61,138 +52	+0.1%	+$787	0.03%	102
2023 Q1	$769K	Sell	61,086 -195	-0.3%	-$2.46K	0.03%	103
2022 Q4	$713K	Buy	61,281 +328	+0.5%	+$3.82K	0.03%	108
2022 Q3	$683K	Buy	60,953 +14	+0%	+$157	0.03%	101
2022 Q2	$678K	Buy	60,939 +10	+0%	+$111	0.03%	102
2022 Q1	$1.03M	Buy	60,929 +93	+0.2%	+$1.57K	0.05%	93
2021 Q4	$1.26M	Sell	60,836 -4,351	-7%	-$90.4K	0.06%	89
2021 Q3	$923K	Sell	65,187 -553	-0.8%	-$7.83K	0.05%	89
2021 Q2	$976K	Sell	65,740 -4,726	-7%	-$70.2K	0.04%	88
2021 Q1	$863K	Buy	70,466 +33,521	+91%	+$411K	0.04%	98
2020 Q4	$325K	Sell	36,945 -98	-0.3%	-$862	0.02%	125
2020 Q3	$247K	Buy	37,043 +24,600	+198%	+$164K	0.02%	134
2020 Q2	$76K	Sell	12,443 -157	-1%	-$959	0.01%	138
2020 Q1	$61K	Buy	12,600 +1,598	+15%	+$7.74K	﹤0.01%	128
2019 Q4	$102K	Sell	11,002 -24	-0.2%	-$223	0.01%	159
2019 Q3	$101K	Sell	11,026 -497	-4%	-$4.55K	0.01%	150
2019 Q2	$118K	Buy	+11,523	New	+$118K	0.01%	152
2019 Q1	–	Sell	-13,104	Closed	-$100K	–	165
2018 Q4	$100K	Buy	+13,104	New	+$100K	0.01%	172
2018 Q1	–	Sell	-14,928	Closed	-$186K	–	152
2017 Q4	$186K	Buy	+14,928	New	+$186K	0.02%	137
2014 Q1	–	Sell	-10,744	Closed	-$166K	–	62
2013 Q4	$166K	Sell	10,744 -243,740	-96%	-$3.77M	0.08%	54
2013 Q3	$4.29M	Buy	254,484 +26,775	+12%	+$452K	2.47%	12
2013 Q2	$3.52M	Buy	+227,709	New	+$3.52M	2.53%	10