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 |
|