Farther Finance Advisors’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$274K Sell
2025
Q2
$248K Sell
2025
Q1
$238K Sell
2024
Q4
$284K Buy
2024
Q3
$290K Buy
2024
Q2
$150K Buy
2024
Q1
$37.8K Buy
2023
Q4
$40.2K Buy
2023
Q3
$9.85K Buy
2023
Q2
$10.9K Hold
2023
Q1
$10.1K Hold
2022
Q4
$7.79K Buy