Farther Finance Advisors’s EXL Service EXLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.47K Buy
125
+14
+13% +$613 ﹤0.01% 3319
2025
Q1
$5.3K Sell
111
-10
-8% -$478 ﹤0.01% 3030
2024
Q4
$5.37K Sell
121
-25
-17% -$1.11K ﹤0.01% 2636
2024
Q3
$5.57K Buy
146
+10
+7% +$381 ﹤0.01% 2592
2024
Q2
$4.24K Buy
136
+60
+79% +$1.87K ﹤0.01% 2472
2024
Q1
$2.38K Sell
76
-4,687
-98% -$147K ﹤0.01% 2415
2023
Q4
$147K Buy
+4,763
New +$147K 0.01% 665
2023
Q1
Sell
-1,145
Closed -$38.8K 2375
2022
Q4
$38.8K Buy
+1,145
New +$38.8K 0.02% 547