Farther Finance Advisors’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8K | Sell |
256
-59
| -19% | -$7.09K | ﹤0.01% | 2395 |
|
|
2025
Q1 | $40.8K | Buy |
315
+106
| +51% | +$13.7K | ﹤0.01% | 1995 |
|
|
2024
Q4 | $25.4K | Sell |
209
-11
| -5% | -$1.34K | ﹤0.01% | 1983 |
|
|
2024
Q3 | $27.3K | Sell |
220
-1,437
| -87% | -$178K | ﹤0.01% | 1942 |
|
|
2024
Q2 | $176K | Buy |
1,657
+1,655
| +82,750% | +$175K | 0.01% | 898 |
|
|
2024
Q1 | $213 | Sell |
2
-2
| -50% | -$213 | ﹤0.01% | 3257 |
|
|
2023
Q4 | $423 | Sell |
4
-20
| -83% | -$2.12K | ﹤0.01% | 3020 |
|
|
2023
Q3 | $2.35K | Hold |
24
| – | – | ﹤0.01% | 1794 |
|
|
2023
Q2 | $2.86K | Hold |
24
| – | – | ﹤0.01% | 1632 |
|
|
2023
Q1 | $3.07K | Hold |
24
| – | – | ﹤0.01% | 1483 |
|
|
2022
Q4 | $2.84K | Buy |
+24
| New | +$2.84K | ﹤0.01% | 1330 |
|