SIP
Stoneridge Investment Partners’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-286,372
| Closed | -$2.84M | – | 130 |
|
|
2024
Q4 | $2.84M | Buy |
286,372
+126,323
| +79% | +$1.25M | 1.01% | 29 |
|
|
2024
Q3 | $1.69M | Buy |
160,049
+37,043
| +30% | +$391K | 0.63% | 50 |
|
|
2024
Q2 | $1.54M | Buy |
+123,006
| New | +$1.54M | 0.58% | 53 |
|
|
2018
Q2 | – | Sell |
-246,088
| Closed | -$2.73M | – | 134 |
|
|
2018
Q1 | $2.73M | Buy |
+246,088
| New | +$2.73M | 0.46% | 70 |
|
|
2015
Q1 | – | Sell |
-16,416
| Closed | -$254K | – | 274 |
|
|
2014
Q4 | $254K | Sell |
16,416
-244,494
| -94% | -$3.78M | 0.03% | 226 |
|
|
2014
Q3 | $3.86M | Buy |
+260,910
| New | +$3.86M | 0.57% | 57 |
|
|
2014
Q2 | – | Sell |
-501,661
| Closed | -$7.83M | – | 236 |
|
|
2014
Q1 | $7.83M | Buy |
501,661
+220,061
| +78% | +$3.43M | 1.51% | 17 |
|
|
2013
Q4 | $4.35M | Buy |
+281,600
| New | +$4.35M | 0.83% | 51 |
|