Ownership history in Xcel Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC reported a position in FORD MTR CO DEL (F). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,078,676 | +18,746 | +1.8% | 3.60% | $14.2M | $12.98 |
| 2025 Q3 | REDUCED | 1,059,930 | -8,297 | -0.8% | 3.30% | $12.7M | $11.70 |
| 2025 Q2 | REDUCED | 1,068,227 | -9,430 | -0.9% | 3.30% | $11.6M | $10.47 |
| 2025 Q1 | REDUCED | 1,077,657 | -17,656 | -1.6% | 3.37% | $10.8M | $9.54 |
| 2024 Q4 | REDUCED | 1,095,313 | -6,843 | -0.6% | 3.01% | $10.8M | $9.12 |
| 2024 Q3 | ADDED | 1,102,156 | +303,881 | +38.1% | 3.40% | $11.6M | $9.60 |
| 2024 Q2 | ADDED | 798,275 | +172,762 | +27.6% | 3.13% | $10.0M | $11.22 |
| 2024 Q1 | ADDED | 625,513 | +100,502 | +19.1% | 2.60% | $8.3M | $11.74 |
| 2023 Q4 | REDUCED | 525,011 | -8,000 | -1.5% | 2.24% | $6.4M | $10.49 |
| 2023 Q3 | REDUCED | 533,011 | -83,724 | -13.6% | 2.61% | $6.6M | $10.53 |
As of 2025 Q4 — sorted by position size