Farther Finance Advisors’s Maximus MMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.4K Sell
120
-35
-23% -$2.45K ﹤0.01% 3155
2025
Q1
$10.6K Sell
155
-665
-81% -$45.6K ﹤0.01% 2707
2024
Q4
$61.2K Buy
820
+428
+109% +$32K ﹤0.01% 1553
2024
Q3
$36.5K Buy
392
+4
+1% +$372 ﹤0.01% 1805
2024
Q2
$33K Buy
388
+44
+13% +$3.74K ﹤0.01% 1583
2024
Q1
$28.3K Buy
344
+27
+9% +$2.22K ﹤0.01% 1385
2023
Q4
$26.6K Buy
317
+16
+5% +$1.34K ﹤0.01% 1245
2023
Q3
$22.5K Sell
301
-51
-14% -$3.81K ﹤0.01% 1051
2023
Q2
$29.8K Buy
352
+147
+72% +$12.4K 0.01% 864
2023
Q1
$16.1K Buy
205
+52
+34% +$4.1K ﹤0.01% 968
2022
Q4
$11.2K Buy
+153
New +$11.2K ﹤0.01% 910