Strategic Wealth Partners’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
+15,503
| New | +$168K | 0.01% | 340 |
|
|
2024
Q4 | $119K | Sell |
12,763
-1,055
| -8% | -$9.86K | 0.01% | 312 |
|
|
2024
Q3 | $146K | Sell |
13,818
-12,388
| -47% | -$131K | 0.01% | 290 |
|
|
2024
Q2 | $329K | Buy |
+26,206
| New | +$329K | 0.03% | 230 |
|
|
2023
Q4 | – | Sell |
-10,671
| Closed | -$133K | – | 285 |
|
|
2023
Q3 | $133K | Sell |
10,671
-3,801
| -26% | -$47.2K | 0.02% | 274 |
|
|
2023
Q2 | $219K | Sell |
14,472
-131
| -0.9% | -$1.98K | 0.03% | 268 |
|
|
2023
Q1 | $184K | Sell |
14,603
-1,125
| -7% | -$14.2K | 0.03% | 249 |
|
|
2022
Q4 | $183K | Buy |
+15,728
| New | +$183K | 0.03% | 253 |
|
|
2019
Q4 | – | Sell |
-552
| Closed | -$4 | – | 247 |
|
|
2019
Q3 | $4 | Sell |
552
-1,678
| -75% | -$12 | ﹤0.01% | 656 |
|
|
2019
Q2 | $22K | Buy |
2,230
+1,016
| +84% | +$10K | 0.01% | 319 |
|
|
2019
Q1 | $10K | Buy |
1,214
+1,062
| +699% | +$8.75K | ﹤0.01% | 523 |
|
|
2018
Q4 | $1K | Hold |
152
| – | – | ﹤0.01% | 654 |
|
|
2018
Q3 | $1K | Hold |
152
| – | – | ﹤0.01% | 622 |
|
|
2018
Q2 | $2K | Sell |
152
-298
| -66% | -$3.92K | ﹤0.01% | 694 |
|
|
2018
Q1 | $5K | Sell |
450
-350
| -44% | -$3.89K | ﹤0.01% | 637 |
|
|
2017
Q4 | $10K | Buy |
+800
| New | +$10K | 0.01% | 539 |
|