Farther Finance Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Sell |
1,767
-1,942
| -52% | -$66.4K | ﹤0.01% | 2034 |
|
|
2025
Q1 | $116K | Buy |
3,709
+1,130
| +44% | +$35.4K | ﹤0.01% | 1463 |
|
|
2024
Q4 | $81.5K | Buy |
2,579
+417
| +19% | +$13.2K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $70.8K | Buy |
2,162
+1,536
| +245% | +$50.3K | ﹤0.01% | 1464 |
|
|
2024
Q2 | $16.5K | Sell |
626
-220
| -26% | -$5.81K | ﹤0.01% | 1847 |
|
|
2024
Q1 | $24.1K | Buy |
846
+836
| +8,360% | +$23.9K | ﹤0.01% | 1427 |
|
|
2023
Q4 | $256 | Sell |
10
-242
| -96% | -$6.2K | ﹤0.01% | 3169 |
|
|
2023
Q3 | $6.1K | Sell |
252
-1,719
| -87% | -$41.6K | ﹤0.01% | 1460 |
|
|
2023
Q2 | $57.9K | Buy |
1,971
+475
| +32% | +$14K | 0.01% | 624 |
|
|
2023
Q1 | $40.1K | Buy |
+1,496
| New | +$40.1K | 0.01% | 672 |
|