Farther Finance Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
8,503
-888
| -9% | -$25.9K | 0.01% | 1277 |
|
|
2025
Q1 | $238K | Sell |
9,391
-650
| -6% | -$16.5K | 0.01% | 1162 |
|
|
2024
Q4 | $284K | Buy |
10,041
+1,340
| +15% | +$38K | 0.01% | 830 |
|
|
2024
Q3 | $290K | Buy |
8,701
+3,719
| +75% | +$124K | 0.01% | 848 |
|
|
2024
Q2 | $150K | Buy |
4,982
+3,998
| +406% | +$120K | 0.01% | 962 |
|
|
2024
Q1 | $37.8K | Buy |
984
+28
| +3% | +$1.08K | ﹤0.01% | 1280 |
|
|
2023
Q4 | $40.2K | Buy |
956
+676
| +241% | +$28.4K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $9.85K | Buy |
280
+17
| +6% | +$598 | ﹤0.01% | 1294 |
|
|
2023
Q2 | $10.9K | Hold |
263
| – | – | ﹤0.01% | 1167 |
|
|
2023
Q1 | $10.1K | Hold |
263
| – | – | ﹤0.01% | 1106 |
|
|
2022
Q4 | $7.8K | Buy |
+263
| New | +$7.8K | ﹤0.01% | 1032 |
|