Farther Finance Advisors’s Berry Corp BRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21K | Buy |
797
+332
| +71% | +$920 | ﹤0.01% | 3658 |
|
|
2025
Q1 | $1.48K | Hold |
465
| – | – | ﹤0.01% | 3493 |
|
|
2024
Q4 | $1.92K | Sell |
465
-460
| -50% | -$1.9K | ﹤0.01% | 3013 |
|
|
2024
Q3 | $4.71K | Buy |
925
+407
| +79% | +$2.07K | ﹤0.01% | 2667 |
|
|
2024
Q2 | $3.34K | Sell |
518
-29
| -5% | -$187 | ﹤0.01% | 2576 |
|
|
2024
Q1 | $4.43K | Sell |
547
-49
| -8% | -$396 | ﹤0.01% | 2129 |
|
|
2023
Q4 | $4.19K | Buy |
596
+141
| +31% | +$991 | ﹤0.01% | 2059 |
|
|
2023
Q3 | $3.73K | Buy |
455
+5
| +1% | +$41 | ﹤0.01% | 1623 |
|
|
2023
Q2 | $3.1K | Hold |
450
| – | – | ﹤0.01% | 1601 |
|
|
2023
Q1 | $3.53K | Hold |
450
| – | – | ﹤0.01% | 1440 |
|
|
2022
Q4 | $3.6K | Buy |
+450
| New | +$3.6K | ﹤0.01% | 1275 |
|