Farther Finance Advisors’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207 | Sell |
13
-42
| -76% | -$669 | ﹤0.01% | 4192 |
|
|
2025
Q1 | $872 | Sell |
55
-7
| -11% | -$111 | ﹤0.01% | 3654 |
|
|
2024
Q4 | $1.4K | Hold |
62
| – | – | ﹤0.01% | 3140 |
|
|
2024
Q3 | $1.21K | Buy |
62
+7
| +13% | +$136 | ﹤0.01% | 3174 |
|
|
2024
Q2 | $1.21K | Hold |
55
| – | – | ﹤0.01% | 2997 |
|
|
2024
Q1 | $1.11K | Sell |
55
-22
| -29% | -$444 | ﹤0.01% | 2729 |
|
|
2023
Q4 | $1.65K | Buy |
77
+50
| +185% | +$1.07K | ﹤0.01% | 2511 |
|
|
2023
Q3 | $510 | Hold |
27
| – | – | ﹤0.01% | 2267 |
|
|
2023
Q2 | $472 | Hold |
27
| – | – | ﹤0.01% | 2171 |
|
|
2023
Q1 | $432 | Sell |
27
-35
| -56% | -$560 | ﹤0.01% | 2043 |
|
|
2022
Q4 | $1.05K | Buy |
+62
| New | +$1.05K | ﹤0.01% | 1637 |
|