Sovereign Financial 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
$371K Buy
34,173
+270
+0.8% +$2.93K 0.08% 220
2025
Q1
$340K Buy
33,903
+2,344
+7% +$23.5K 0.08% 212
2024
Q4
$312K Buy
31,559
+224
+0.7% +$2.22K 0.07% 230
2024
Q3
$331K Sell
31,335
-3,433
-10% -$36.3K 0.08% 215
2024
Q2
$436K Sell
34,768
-414
-1% -$5.19K 0.11% 171
2024
Q1
$467K Buy
35,182
+21,052
+149% +$280K 0.12% 159
2023
Q4
$172K Sell
14,130
-8
-0.1% -$98 0.05% 235
2023
Q3
$176K Sell
14,138
-111
-0.8% -$1.38K 0.06% 216
2023
Q2
$216K Sell
14,249
-1
-0% -$15 0.07% 219
2023
Q1
$180K Hold
14,250
0.07% 208
2022
Q4
$166K Buy
14,250
+588
+4% +$6.84K 0.07% 212
2022
Q3
$153K Buy
13,662
+1
+0% +$11 0.06% 195
2022
Q2
$152K Sell
13,661
-1,510
-10% -$16.8K 0.06% 202
2022
Q1
$257K Sell
15,171
-312
-2% -$5.29K 0.1% 189
2021
Q4
$322K Buy
15,483
+310
+2% +$6.45K 0.13% 149
2021
Q3
$215K Sell
15,173
-4,338
-22% -$61.5K 0.12% 156
2021
Q2
$239K Hold
19,511
0.14% 138
2021
Q1
$239K Buy
19,511
+6,864
+54% +$84.1K 0.15% 138
2020
Q4
$111K Buy
+12,647
New +$111K 0.08% 136