Farther Finance Advisors’s Haleon HLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Sell |
9,081
-3,780
| -29% | -$39.2K | ﹤0.01% | 1783 |
|
|
2025
Q1 | $131K | Buy |
12,861
+1,041
| +9% | +$10.6K | ﹤0.01% | 1412 |
|
|
2024
Q4 | $113K | Buy |
11,820
+884
| +8% | +$8.43K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $116K | Buy |
10,936
+2,715
| +33% | +$28.7K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $68.4K | Buy |
8,221
+1,916
| +30% | +$15.9K | ﹤0.01% | 1278 |
|
|
2024
Q1 | $52.6K | Buy |
6,305
+232
| +4% | +$1.94K | ﹤0.01% | 1170 |
|
|
2023
Q4 | $50K | Buy |
6,073
+3,073
| +102% | +$25.3K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $25K | Buy |
3,000
+14
| +0.5% | +$117 | ﹤0.01% | 1021 |
|
|
2023
Q2 | $25K | Buy |
2,986
+1,321
| +79% | +$11.1K | 0.01% | 922 |
|
|
2023
Q1 | $13.6K | Buy |
1,665
+617
| +59% | +$5.02K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $8.38K | Buy |
+1,048
| New | +$8.38K | ﹤0.01% | 1001 |
|