United Capital Financial Advisors’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.04M | Buy |
96,128
+478
| +0.5% | +$5.19K | 0.01% | 582 |
|
2025
Q1 | $959K | Buy |
95,650
+42,227
| +79% | +$424K | 0.01% | 566 |
|
2024
Q4 | $529K | Sell |
53,423
-11,297
| -17% | -$112K | ﹤0.01% | 716 |
|
2024
Q3 | $683K | Sell |
64,720
-22,994
| -26% | -$243K | 0.01% | 646 |
|
2024
Q2 | $1.1M | Sell |
87,714
-19,794
| -18% | -$248K | 0.01% | 504 |
|
2024
Q1 | $1.43M | Buy |
107,508
+25,906
| +32% | +$344K | 0.01% | 489 |
|
2023
Q4 | $995K | Sell |
81,602
-22,487
| -22% | -$274K | 0.01% | 563 |
|
2023
Q3 | $1.29M | Buy |
104,089
+40,025
| +62% | +$497K | 0.01% | 473 |
|
2023
Q2 | $969K | Sell |
64,064
-20,703
| -24% | -$313K | 0.01% | 556 |
|
2023
Q1 | $1.07M | Sell |
84,767
-16,244
| -16% | -$205K | 0.01% | 557 |
|
2022
Q4 | $1.17M | Buy |
101,011
+15,174
| +18% | +$176K | 0.01% | 576 |
|
2022
Q3 | $961K | Sell |
85,837
-12,029
| -12% | -$135K | 0.01% | 620 |
|
2022
Q2 | $1.09M | Buy |
97,866
+6,342
| +7% | +$70.6K | 0.01% | 624 |
|
2022
Q1 | $1.55M | Sell |
91,524
-18,244
| -17% | -$309K | 0.01% | 570 |
|
2021
Q4 | $2.28M | Buy |
109,768
+10,462
| +11% | +$217K | 0.01% | 507 |
|
2021
Q3 | $1.41M | Buy |
99,306
+13,408
| +16% | +$190K | 0.01% | 596 |
|
2021
Q2 | $1.28M | Sell |
85,898
-1,484
| -2% | -$22K | 0.01% | 634 |
|
2021
Q1 | $1.07M | Sell |
87,382
-4,200
| -5% | -$51.4K | 0.01% | 647 |
|
2020
Q4 | $805K | Buy |
91,582
+4,763
| +5% | +$41.9K | ﹤0.01% | 730 |
|
2020
Q3 | $578K | Sell |
86,819
-162,768
| -65% | -$1.08M | ﹤0.01% | 792 |
|
2020
Q2 | $1.52M | Buy |
249,587
+44,892
| +22% | +$273K | 0.01% | 568 |
|
2020
Q1 | $989K | Sell |
204,695
-6,786
| -3% | -$32.8K | 0.01% | 633 |
|
2019
Q4 | $1.97M | Buy |
211,481
+23,302
| +12% | +$217K | 0.01% | 608 |
|
2019
Q3 | $1.72M | Sell |
188,179
-14,430
| -7% | -$132K | 0.01% | 612 |
|
2019
Q2 | $2.07M | Buy |
202,609
+5,888
| +3% | +$60.2K | 0.01% | 609 |
|
2019
Q1 | $1.73M | Buy |
196,721
+96,186
| +96% | +$844K | 0.01% | 630 |
|
2018
Q4 | $769K | Sell |
100,535
-12,361
| -11% | -$94.6K | 0.01% | 782 |
|
2018
Q3 | $1.04M | Sell |
112,896
-10,364
| -8% | -$95.8K | 0.01% | 770 |
|
2018
Q2 | $1.36M | Sell |
123,260
-7,543
| -6% | -$83.5K | 0.01% | 684 |
|
2018
Q1 | $1.45M | Sell |
130,803
-21,112
| -14% | -$234K | 0.01% | 678 |
|
2017
Q4 | $1.91M | Sell |
151,915
-23,985
| -14% | -$302K | 0.02% | 603 |
|
2017
Q3 | $2.11M | Sell |
175,900
-8,764
| -5% | -$105K | 0.02% | 558 |
|
2017
Q2 | $2.07M | Buy |
184,664
+12,137
| +7% | +$136K | 0.02% | 564 |
|
2017
Q1 | $2.01M | Sell |
172,527
-15,003
| -8% | -$175K | 0.02% | 570 |
|
2016
Q4 | $2.28M | Sell |
187,530
-47,038
| -20% | -$571K | 0.02% | 536 |
|
2016
Q3 | $2.83M | Sell |
234,568
-14,559
| -6% | -$176K | 0.03% | 501 |
|
2016
Q2 | $3.24M | Sell |
249,127
-62,458
| -20% | -$812K | 0.03% | 449 |
|
2016
Q1 | $4.21M | Sell |
311,585
-124,544
| -29% | -$1.68M | 0.05% | 367 |
|
2015
Q4 | $6.15M | Sell |
436,129
-75,292
| -15% | -$1.06M | 0.07% | 291 |
|
2015
Q3 | $6.94M | Buy |
511,421
+24,008
| +5% | +$326K | 0.08% | 255 |
|
2015
Q2 | $7.32M | Buy |
487,413
+40,557
| +9% | +$609K | 0.08% | 273 |
|
2015
Q1 | $7.06M | Buy |
446,856
+57,068
| +15% | +$902K | 0.09% | 282 |
|
2014
Q4 | $6.04M | Sell |
389,788
-13,987
| -3% | -$217K | 0.09% | 232 |
|
2014
Q3 | $5.97M | Buy |
403,775
+4,834
| +1% | +$71.5K | 0.1% | 225 |
|
2014
Q2 | $6.88M | Buy |
398,941
+6,783
| +2% | +$117K | 0.13% | 200 |
|
2014
Q1 | $6.12M | Buy |
392,158
+308,120
| +367% | +$4.81M | 0.13% | 184 |
|
2013
Q4 | $1.3M | Sell |
84,038
-281,770
| -77% | -$4.35M | 0.04% | 300 |
|
2013
Q3 | $6.17M | Buy |
365,808
+268,550
| +276% | +$4.53M | 0.2% | 115 |
|
2013
Q2 | $1.51M | Buy |
+97,258
| New | +$1.51M | 0.04% | 347 |
|