Farther Finance Advisors’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
5,650
+515
| +10% | +$31.9K | 0.01% | 1100 |
|
|
2025
Q1 | $276K | Buy |
5,135
+1,778
| +53% | +$95.7K | 0.01% | 1085 |
|
|
2024
Q4 | $193K | Sell |
3,357
-444
| -12% | -$25.5K | 0.01% | 999 |
|
|
2024
Q3 | $202K | Sell |
3,801
-3,341
| -47% | -$178K | 0.01% | 991 |
|
|
2024
Q2 | $292K | Buy |
7,142
+2,348
| +49% | +$96.1K | 0.01% | 682 |
|
|
2024
Q1 | $197K | Sell |
4,794
-319
| -6% | -$13.1K | 0.01% | 688 |
|
|
2023
Q4 | $205K | Sell |
5,113
-171
| -3% | -$6.86K | 0.01% | 547 |
|
|
2023
Q3 | $165K | Sell |
5,284
-205
| -4% | -$6.41K | 0.03% | 424 |
|
|
2023
Q2 | $185K | Sell |
5,489
-8,326
| -60% | -$280K | 0.04% | 324 |
|
|
2023
Q1 | $450K | Sell |
13,815
-1,542
| -10% | -$50.3K | 0.13% | 146 |
|
|
2022
Q4 | $483K | Buy |
+15,357
| New | +$483K | 0.19% | 109 |
|