Farther Finance Advisors’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.41K | Buy |
66
+55
| +500% | +$1.18K | ﹤0.01% | 3804 |
|
2025
Q1 | $211 | Hold |
11
| – | – | ﹤0.01% | 3945 |
|
2024
Q4 | $298 | Sell |
11
-5
| -31% | -$135 | ﹤0.01% | 3559 |
|
2024
Q3 | $507 | Hold |
16
| – | – | ﹤0.01% | 3419 |
|
2024
Q2 | $572 | Buy |
16
+5
| +45% | +$179 | ﹤0.01% | 3243 |
|
2024
Q1 | $367 | Hold |
11
| – | – | ﹤0.01% | 3111 |
|
2023
Q4 | $354 | Buy |
+11
| New | +$354 | ﹤0.01% | 3087 |
|