Farther Finance Advisors’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Buy |
15,206
+266
| +2% | +$13.3K | 0.02% | 711 |
|
|
2025
Q1 | $498K | Buy |
14,940
+8,790
| +143% | +$293K | 0.01% | 785 |
|
|
2024
Q4 | $236K | Buy |
6,150
+3,506
| +133% | +$135K | 0.01% | 911 |
|
|
2024
Q3 | $88.4K | Buy |
2,644
+184
| +7% | +$6.15K | ﹤0.01% | 1353 |
|
|
2024
Q2 | $73K | Buy |
2,460
+524
| +27% | +$15.5K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $55.1K | Sell |
1,936
-520
| -21% | -$14.8K | ﹤0.01% | 1153 |
|
|
2023
Q4 | $56.4K | Buy |
2,456
+174
| +8% | +$3.99K | ﹤0.01% | 996 |
|
|
2023
Q3 | $46.4K | Sell |
2,282
-819
| -26% | -$16.7K | 0.01% | 795 |
|
|
2023
Q2 | $64.6K | Buy |
3,101
+1,348
| +77% | +$28.1K | 0.01% | 585 |
|
|
2023
Q1 | $30.4K | Buy |
1,753
+468
| +36% | +$8.12K | 0.01% | 768 |
|
|
2022
Q4 | $20.8K | Buy |
+1,285
| New | +$20.8K | 0.01% | 725 |
|