Sugarloaf Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $113K | Buy |
11,435
+39
| +0.3% | +$386 | 0.02% | 224 |
|
|
2024
Q3 | $120K | Sell |
11,396
-1,971
| -15% | -$20.8K | 0.02% | 224 |
|
|
2024
Q2 | $168K | Sell |
13,367
-1,320
| -9% | -$16.6K | 0.03% | 171 |
|
|
2024
Q1 | $195K | Sell |
14,687
-1,807
| -11% | -$24K | 0.04% | 149 |
|
|
2023
Q4 | $201K | Buy |
16,494
+36
| +0.2% | +$439 | 0.05% | 134 |
|
|
2023
Q3 | $204K | Buy |
16,458
+41
| +0.2% | +$509 | 0.05% | 125 |
|
|
2023
Q2 | $248K | Sell |
16,417
-2,863
| -15% | -$43.3K | 0.06% | 106 |
|
|
2023
Q1 | $243K | Buy |
19,280
+42
| +0.2% | +$529 | 0.06% | 118 |
|
|
2022
Q4 | $224K | Sell |
19,238
-1,390
| -7% | -$16.2K | 0.06% | 118 |
|
|
2022
Q3 | $232K | Sell |
20,628
-1,739
| -8% | -$19.6K | 0.06% | 110 |
|
|
2022
Q2 | $249K | Buy |
22,367
+498
| +2% | +$5.54K | 0.06% | 101 |
|
|
2022
Q1 | $370K | Sell |
21,869
-772
| -3% | -$13.1K | 0.09% | 85 |
|
|
2021
Q4 | $470K | Buy |
22,641
+175
| +0.8% | +$3.63K | 0.11% | 73 |
|
|
2021
Q3 | $318K | Buy |
22,466
+1,000
| +5% | +$14.2K | 0.08% | 97 |
|
|
2021
Q2 | $319K | Sell |
21,466
-450
| -2% | -$6.69K | 0.09% | 95 |
|
|
2021
Q1 | $268 | Buy |
21,916
+450
| +2% | +$6 | 0.08% | 98 |
|
|
2020
Q4 | $189K | Hold |
21,466
| – | – | 0.06% | 122 |
|
|
2020
Q3 | $143K | Hold |
21,466
| – | – | 0.05% | 133 |
|
|
2020
Q2 | $131K | Sell |
21,466
-8,052
| -27% | -$49.1K | 0.05% | 139 |
|
|
2020
Q1 | $143K | Sell |
29,518
-4,529
| -13% | -$21.9K | 0.06% | 124 |
|
|
2019
Q4 | $317K | Buy |
+34,047
| New | +$317K | 0.13% | 95 |
|