Farther Finance Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $161K | Buy |
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|
2025
Q2 | $246K | Buy |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $240K | Sell |
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|
2024
Q3 | $230K | Buy |
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|
2024
Q2 | $170K | Buy |
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|
2024
Q1 | $85.5K | Buy |
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|
2023
Q4 | $84K | Sell |
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|
2023
Q3 | $77.4K | Sell |
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|
2023
Q2 | $73.3K | Sell |
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|
2023
Q1 | $78.9K | Sell |
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|
2022
Q4 | $86.7K | Buy |
|