Farther Finance Advisors’s Performant Healthcare, Inc. Common Stock PHLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
2,638
| – | – | ﹤0.01% | 3049 |
|
|
2025
Q1 | $7.55K | Sell |
2,638
-1,325
| -33% | -$3.79K | ﹤0.01% | 2867 |
|
|
2024
Q4 | $12K | Buy |
3,963
+3,936
| +14,578% | +$11.9K | ﹤0.01% | 2315 |
|
|
2024
Q3 | $101 | Hold |
27
| – | – | ﹤0.01% | 3774 |
|
|
2024
Q2 | $72 | Hold |
27
| – | – | ﹤0.01% | 3649 |
|
|
2024
Q1 | $72 | Hold |
27
| – | – | ﹤0.01% | 3427 |
|
|
2023
Q4 | $84 | Sell |
27
-5,500
| -100% | -$17.1K | ﹤0.01% | 3323 |
|
|
2023
Q3 | $12.5K | Sell |
5,527
-3,225
| -37% | -$7.29K | ﹤0.01% | 1218 |
|
|
2023
Q2 | $23.6K | Sell |
8,752
-34,371
| -80% | -$92.8K | 0.01% | 948 |
|
|
2023
Q1 | $147K | Buy |
+43,123
| New | +$147K | 0.04% | 310 |
|