Stockman Wealth Management’s Ford F Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
25,123
-1,525
-6% -$16.5K 0.04% 141
2025
Q1
$267K Hold
26,648
0.04% 141
2024
Q4
$264K Sell
26,648
-4,000
-13% -$39.6K 0.04% 145
2024
Q3
$324K Sell
30,648
-1,233
-4% -$13K 0.05% 139
2024
Q2
$400K Sell
31,881
-598,629
-95% -$7.51M 0.07% 122
2024
Q1
$8.37M Buy
630,510
+16,121
+3% +$214K 1.48% 26
2023
Q4
$7.49M Buy
614,389
+20,477
+3% +$250K 1.49% 28
2023
Q3
$7.38M Buy
593,912
+1,445
+0.2% +$17.9K 1.62% 22
2023
Q2
$8.96M Buy
592,467
+22,252
+4% +$337K 1.93% 17
2023
Q1
$7.18M Buy
570,215
+32,008
+6% +$403K 1.61% 26
2022
Q4
$6.26M Buy
538,207
+8,789
+2% +$102K 1.44% 27
2022
Q3
$5.93M Buy
529,418
+504,757
+2,047% +$5.65M 1.6% 27
2022
Q2
$274K Sell
24,661
-563
-2% -$6.26K 0.07% 152
2022
Q1
$427K Buy
25,224
+3
+0% +$51 0.09% 126
2021
Q4
$524K Buy
25,221
+3
+0% +$62 0.11% 116
2021
Q3
$357K Buy
25,218
+835
+3% +$11.8K 0.08% 139
2021
Q2
$362K Sell
24,383
-844
-3% -$12.5K 0.09% 137
2021
Q1
$309K Buy
25,227
+1,167
+5% +$14.3K 0.09% 137
2020
Q4
$211K Hold
24,060
0.06% 172
2020
Q3
$160K Hold
24,060
0.06% 159
2020
Q2
$146K Buy
24,060
+9
+0% +$55 0.05% 156
2020
Q1
$116K Buy
24,051
+1
+0% +$5 0.05% 147
2019
Q4
$224K Hold
24,050
0.08% 151
2019
Q3
$220K Buy
24,050
+1
+0% +$9 0.08% 142
2019
Q2
$246K Sell
24,049
-1,450
-6% -$14.8K 0.1% 135
2019
Q1
$224K Buy
25,499
+28
+0.1% +$246 0.1% 133
2018
Q4
$195K Buy
25,471
+400
+2% +$3.06K 0.09% 138
2018
Q3
$232K Buy
25,071
+5,240
+26% +$48.5K 0.1% 136
2018
Q2
$220K Sell
19,831
-2,600
-12% -$28.8K 0.1% 136
2018
Q1
$249K Buy
22,431
+10,752
+92% +$119K 0.11% 124
2017
Q4
$146K Sell
11,679
-15,777
-57% -$197K 0.07% 147
2017
Q3
$329K Buy
27,456
+1,781
+7% +$21.3K 0.16% 99
2017
Q2
$287K Sell
25,675
-2,536
-9% -$28.3K 0.29% 86
2017
Q1
$328K Buy
28,211
+7,444
+36% +$86.5K 0.19% 100
2016
Q4
$252K Buy
20,767
+3,300
+19% +$40K 0.15% 104
2016
Q3
$211K Buy
17,467
+5,877
+51% +$71K 0.13% 115
2016
Q2
$146K Sell
11,590
-230
-2% -$2.9K 0.11% 67
2016
Q1
$160K Sell
11,820
-680
-5% -$9.21K 0.13% 70
2015
Q4
$176K Buy
+12,500
New +$176K 0.14% 78