Farther Finance Advisors’s Comerica CMA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$302K Buy
5,056
+258
+5% +$15.4K 0.01% 1188
2025
Q1
$279K Buy
4,798
+929
+24% +$54.1K 0.01% 1076
2024
Q4
$239K Sell
3,869
-251
-6% -$15.5K 0.01% 904
2024
Q3
$247K Buy
4,120
+1,251
+44% +$74.9K 0.01% 912
2024
Q2
$146K Buy
2,869
+152
+6% +$7.72K 0.01% 972
2024
Q1
$147K Sell
2,717
-39
-1% -$2.11K 0.01% 804
2023
Q4
$154K Buy
2,756
+1,515
+122% +$84.6K 0.01% 644
2023
Q3
$51.6K Buy
1,241
+50
+4% +$2.08K 0.01% 762
2023
Q2
$50.5K Buy
1,191
+533
+81% +$22.6K 0.01% 671
2023
Q1
$28.6K Buy
658
+202
+44% +$8.77K 0.01% 785
2022
Q4
$30.5K Buy
+456
New +$30.5K 0.01% 607