Farther Finance Advisors’s Cheesecake Factory CAKE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$35.6K	Buy	643 +17	+3%	+$1.01K	﹤0.01%	3233
2025 Q4	$31.6K	Buy	626 +105	+20%	+$5.27K	﹤0.01%	3120
2025 Q3	$28.5K	Buy	521 +132	+34%	+$8.08K	﹤0.01%	2797
2025 Q2	$24.4K	Buy	389 +61	+19%	+$3.24K	﹤0.01%	2554
2025 Q1	$16.7K	Buy	328 +306	+1,391%	+$15.7K	﹤0.01%	2478
2024 Q4	$1.04K	Hold	22	–	–	﹤0.01%	3239
2024 Q3	$891	Sell	22 -76	-78%	-$2.89K	﹤0.01%	3275
2024 Q2	$3.77K	Buy	98 +79	+416%	+$2.93K	﹤0.01%	2524
2024 Q1	$695	Buy	19 +4	+27%	+$139	﹤0.01%	2913
2023 Q4	$525	Buy	15 +2	+15%	+$64	﹤0.01%	2959
2023 Q3	$394	Hold	13	–	–	﹤0.01%	2329
2023 Q2	$450	Hold	13	–	–	﹤0.01%	2179
2023 Q1	$456	Hold	13	–	–	﹤0.01%	2025
2022 Q4	$412	Buy	+13	New	+$434	﹤0.01%	1870