Farther Finance Advisors’s NewMarket NEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$280K Sell
405
-39
-9% -$26.9K 0.01% 1220
2025
Q1
$252K Buy
444
+113
+34% +$64K 0.01% 1132
2024
Q4
$175K Sell
331
-58
-15% -$30.6K 0.01% 1052
2024
Q3
$215K Buy
389
+374
+2,493% +$206K 0.01% 964
2024
Q2
$7.81K Buy
15
+8
+114% +$4.16K ﹤0.01% 2175
2024
Q1
$4.44K Buy
+7
New +$4.44K ﹤0.01% 2127