Farther Finance Advisors’s CVR Energy CVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Sell |
493
-1,471
| -75% | -$39.5K | ﹤0.01% | 2918 |
|
|
2025
Q1 | $37.7K | Buy |
1,964
+280
| +17% | +$5.38K | ﹤0.01% | 2047 |
|
|
2024
Q4 | $31.6K | Buy |
1,684
+417
| +33% | +$7.82K | ﹤0.01% | 1880 |
|
|
2024
Q3 | $29.2K | Buy |
1,267
+44
| +4% | +$1.01K | ﹤0.01% | 1914 |
|
|
2024
Q2 | $32.2K | Buy |
1,223
+1,111
| +992% | +$29.3K | ﹤0.01% | 1592 |
|
|
2024
Q1 | $4.11K | Hold |
112
| – | – | ﹤0.01% | 2157 |
|
|
2023
Q4 | $3.39K | Buy |
112
+97
| +647% | +$2.94K | ﹤0.01% | 2173 |
|
|
2023
Q3 | $510 | Buy |
+15
| New | +$510 | ﹤0.01% | 2266 |
|