Summit Financial Wealth Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $134K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $131K | Sell |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $256K | Buy |
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|
2023
Q4 | $221K | Hold |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $404K | Hold |
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|
2021
Q4 | $581K | Sell |
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|
2021
Q3 | $346K | Buy |
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|
2021
Q2 | $339K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $146K | Buy |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $144K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $212K | Sell |
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|
2017
Q2 | $299K | Sell |
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|
2017
Q1 | $2.71M | Buy |
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|
2016
Q4 | $2.65M | Sell |
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|
2016
Q3 | $3M | Buy |
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|
2016
Q2 | $1.03M | Buy |
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|
2016
Q1 | $456K | Sell |
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|
2015
Q4 | $588K | Buy |
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|
2015
Q3 | $529K | Buy |
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|
2015
Q2 | $548K | Hold |
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|
2015
Q1 | $563K | Buy |
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|
2014
Q4 | $535K | Buy |
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