Summit Financial’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Buy |
44,518
+1,805
| +4% | +$19.6K | 0.01% | 580 |
|
|
2025
Q1 | $428K | Buy |
42,713
+1,302
| +3% | +$13.1K | 0.01% | 550 |
|
|
2024
Q4 | $410K | Sell |
41,411
-2,303
| -5% | -$22.8K | 0.01% | 477 |
|
|
2024
Q3 | $462K | Sell |
43,714
-1,450
| -3% | -$15.3K | 0.02% | 388 |
|
|
2024
Q2 | $566K | Buy |
45,164
+12,964
| +40% | +$163K | 0.03% | 306 |
|
|
2024
Q1 | $428K | Buy |
32,200
+4,664
| +17% | +$61.9K | 0.03% | 280 |
|
|
2023
Q4 | $336K | Sell |
27,536
-1,496
| -5% | -$18.2K | 0.02% | 286 |
|
|
2023
Q3 | $361K | Buy |
29,032
+804
| +3% | +$9.99K | 0.03% | 276 |
|
|
2023
Q2 | $427K | Buy |
28,228
+7,135
| +34% | +$108K | 0.03% | 247 |
|
|
2023
Q1 | $266K | Buy |
21,093
+711
| +3% | +$8.96K | 0.02% | 220 |
|
|
2022
Q4 | $237K | Sell |
20,382
-799
| -4% | -$9.29K | 0.02% | 223 |
|
|
2022
Q3 | $237K | Sell |
21,181
-9,298
| -31% | -$104K | 0.02% | 225 |
|
|
2022
Q2 | $339K | Sell |
30,479
-9,716
| -24% | -$108K | 0.03% | 188 |
|
|
2022
Q1 | $680K | Buy |
40,195
+1,619
| +4% | +$27.4K | 0.05% | 155 |
|
|
2021
Q4 | $801K | Buy |
38,576
+18,337
| +91% | +$381K | 0.06% | 131 |
|
|
2021
Q3 | $287K | Buy |
20,239
+3,632
| +22% | +$51.4K | 0.02% | 187 |
|
|
2021
Q2 | $247K | Buy |
+16,607
| New | +$247K | 0.02% | 153 |
|