Farther Finance Advisors’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411 | Hold |
18
| – | – | ﹤0.01% | 4068 |
|
|
2025
Q1 | $394 | Hold |
18
| – | – | ﹤0.01% | 3817 |
|
|
2024
Q4 | $428 | Hold |
18
| – | – | ﹤0.01% | 3466 |
|
|
2024
Q3 | $362 | Hold |
18
| – | – | ﹤0.01% | 3497 |
|
|
2024
Q2 | $296 | Sell |
18
-3
| -14% | -$49 | ﹤0.01% | 3398 |
|
|
2024
Q1 | $344 | Sell |
21
-4
| -16% | -$66 | ﹤0.01% | 3129 |
|
|
2023
Q4 | $551 | Buy |
25
+10
| +67% | +$220 | ﹤0.01% | 2939 |
|
|
2023
Q3 | $274 | Hold |
15
| – | – | ﹤0.01% | 2409 |
|
|
2023
Q2 | $265 | Buy |
+15
| New | +$265 | ﹤0.01% | 2314 |
|