SFWA
Summit Financial Wealth Advisors’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,418
| Closed | -$131K | – | 153 |
|
|
2024
Q3 | $131K | Sell |
12,418
-6,885
| -36% | -$72.7K | 0.02% | 150 |
|
|
2024
Q2 | $242K | Hold |
19,303
| – | – | 0.05% | 120 |
|
|
2024
Q1 | $256K | Buy |
19,303
+1,170
| +6% | +$15.5K | 0.05% | 114 |
|
|
2023
Q4 | $221K | Hold |
18,133
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $184K | Sell |
18,133
-2,202
| -11% | -$22.4K | 0.05% | 116 |
|
|
2023
Q2 | $308K | Sell |
20,335
-5,333
| -21% | -$80.7K | 0.07% | 100 |
|
|
2023
Q1 | $323K | Hold |
25,668
| – | – | 0.08% | 104 |
|
|
2022
Q4 | $299K | Buy |
25,668
+1,800
| +8% | +$20.9K | 0.07% | 110 |
|
|
2022
Q3 | $310K | Buy |
23,868
+3,813
| +19% | +$49.5K | 0.09% | 96 |
|
|
2022
Q2 | $258K | Sell |
20,055
-3,834
| -16% | -$49.3K | 0.06% | 112 |
|
|
2022
Q1 | $404K | Hold |
23,889
| – | – | 0.08% | 90 |
|
|
2021
Q4 | $581K | Sell |
23,889
-535
| -2% | -$13K | 0.11% | 81 |
|
|
2021
Q3 | $346K | Buy |
24,424
+1,640
| +7% | +$23.2K | 0.08% | 92 |
|
|
2021
Q2 | $339K | Buy |
+22,784
| New | +$339K | 0.08% | 95 |
|
|
2018
Q4 | – | Sell |
-16,653
| Closed | -$146K | – | 132 |
|
|
2018
Q3 | $146K | Buy |
16,653
+3,627
| +28% | +$31.8K | 0.04% | 142 |
|
|
2018
Q2 | $144K | Hold |
13,026
| – | – | 0.05% | 134 |
|
|
2018
Q1 | $144K | Buy |
+13,026
| New | +$144K | 0.05% | 142 |
|
|
2017
Q4 | – | Sell |
-17,711
| Closed | -$212K | – | 146 |
|
|
2017
Q3 | $212K | Sell |
17,711
-9,000
| -34% | -$108K | 0.08% | 129 |
|
|
2017
Q2 | $299K | Sell |
26,711
-206,317
| -89% | -$2.31M | 0.12% | 115 |
|
|
2017
Q1 | $2.71M | Buy |
233,028
+14,252
| +7% | +$166K | 1.18% | 29 |
|
|
2016
Q4 | $2.65M | Sell |
218,776
-29,545
| -12% | -$358K | 1.17% | 30 |
|
|
2016
Q3 | $3M | Buy |
248,321
+166,711
| +204% | +$2.01M | 1.3% | 26 |
|
|
2016
Q2 | $1.03M | Buy |
81,610
+47,843
| +142% | +$601K | 0.43% | 60 |
|
|
2016
Q1 | $456K | Sell |
33,767
-7,980
| -19% | -$108K | 0.2% | 90 |
|
|
2015
Q4 | $588K | Buy |
41,747
+2,706
| +7% | +$38.1K | 0.27% | 69 |
|
|
2015
Q3 | $529K | Buy |
39,041
+2,510
| +7% | +$34K | 0.34% | 54 |
|
|
2015
Q2 | $548K | Hold |
36,531
| – | – | 0.34% | 52 |
|
|
2015
Q1 | $563K | Buy |
36,531
+2,024
| +6% | +$31.2K | 0.38% | 41 |
|
|
2014
Q4 | $535K | Buy |
+34,507
| New | +$535K | 0.37% | 41 |
|