Farther Finance Advisors’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Sell |
4,034
-65
| -2% | -$1.21K | ﹤0.01% | 1899 |
|
|
2025
Q1 | $63.1K | Buy |
4,099
+337
| +9% | +$5.19K | ﹤0.01% | 1778 |
|
|
2024
Q4 | $50K | Buy |
3,762
+1,011
| +37% | +$13.4K | ﹤0.01% | 1664 |
|
|
2024
Q3 | $33.4K | Buy |
2,751
+405
| +17% | +$4.92K | ﹤0.01% | 1847 |
|
|
2024
Q2 | $25.5K | Buy |
2,346
+88
| +4% | +$956 | ﹤0.01% | 1697 |
|
|
2024
Q1 | $21K | Sell |
2,258
-190
| -8% | -$1.77K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $19.3K | Buy |
2,448
+1,642
| +204% | +$12.9K | ﹤0.01% | 1341 |
|
|
2023
Q3 | $6.28K | Buy |
806
+756
| +1,512% | +$5.89K | ﹤0.01% | 1445 |
|
|
2023
Q2 | $393 | Hold |
50
| – | – | ﹤0.01% | 2218 |
|
|
2023
Q1 | $360 | Hold |
50
| – | – | ﹤0.01% | 2085 |
|
|
2022
Q4 | $390 | Buy |
+50
| New | +$390 | ﹤0.01% | 1881 |
|