Farther Finance Advisors’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
549
+96
| +21% | +$42.9K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $207K | Sell |
453
-47
| -9% | -$21.5K | 0.01% | 1210 |
|
|
2024
Q4 | $240K | Sell |
500
-1
| -0.2% | -$480 | 0.01% | 901 |
|
|
2024
Q3 | $230K | Buy |
501
+88
| +21% | +$40.5K | 0.01% | 937 |
|
|
2024
Q2 | $170K | Buy |
413
+220
| +114% | +$90.5K | 0.01% | 912 |
|
|
2024
Q1 | $85.5K | Buy |
193
+17
| +10% | +$7.53K | 0.01% | 995 |
|
|
2023
Q4 | $84K | Sell |
176
-1
| -0.6% | -$477 | 0.01% | 849 |
|
|
2023
Q3 | $77.4K | Sell |
177
-6
| -3% | -$2.62K | 0.01% | 645 |
|
|
2023
Q2 | $73.3K | Sell |
183
-7
| -4% | -$2.81K | 0.02% | 552 |
|
|
2023
Q1 | $78.9K | Sell |
190
-26
| -12% | -$10.8K | 0.02% | 476 |
|
|
2022
Q4 | $86.7K | Buy |
+216
| New | +$86.7K | 0.03% | 357 |
|