Farther Finance Advisors’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $53.6K | Sell |
376
-694
| -65% | -$98.9K | ﹤0.01% | 2100 |
|
2025
Q1 | $163K | Buy |
1,070
+713
| +200% | +$108K | ﹤0.01% | 1313 |
|
2024
Q4 | $53.4K | Buy |
357
+29
| +9% | +$4.34K | ﹤0.01% | 1634 |
|
2024
Q3 | $53.8K | Buy |
328
+10
| +3% | +$1.64K | ﹤0.01% | 1602 |
|
2024
Q2 | $44.1K | Sell |
318
-1
| -0.3% | -$139 | ﹤0.01% | 1471 |
|
2024
Q1 | $44K | Buy |
319
+29
| +10% | +$4K | ﹤0.01% | 1234 |
|
2023
Q4 | $30.4K | Buy |
290
+152
| +110% | +$15.9K | ﹤0.01% | 1202 |
|
2023
Q3 | $13K | Hold |
138
| – | – | ﹤0.01% | 1211 |
|
2023
Q2 | $13.9K | Buy |
138
+11
| +9% | +$1.11K | ﹤0.01% | 1099 |
|
2023
Q1 | $10.3K | Buy |
127
+1
| +0.8% | +$81 | ﹤0.01% | 1102 |
|
2022
Q4 | $9.41K | Buy |
+126
| New | +$9.41K | ﹤0.01% | 965 |
|