Farther Finance Advisors’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.9K | Buy |
760
+97
| +15% | +$3.94K | ﹤0.01% | 2393 |
|
|
2025
Q1 | $27.4K | Sell |
663
-527
| -44% | -$21.8K | ﹤0.01% | 2213 |
|
|
2024
Q4 | $68.6K | Sell |
1,190
-278
| -19% | -$16K | ﹤0.01% | 1491 |
|
|
2024
Q3 | $122K | Buy |
1,468
+29
| +2% | +$2.42K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $108K | Sell |
1,439
-17
| -1% | -$1.28K | 0.01% | 1105 |
|
|
2024
Q1 | $144K | Buy |
1,456
+1,182
| +431% | +$117K | 0.01% | 811 |
|
|
2023
Q4 | $26K | Buy |
274
+24
| +10% | +$2.27K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $26K | Hold |
250
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q2 | $30.2K | Buy |
250
+104
| +71% | +$12.6K | 0.01% | 858 |
|
|
2023
Q1 | $16.2K | Buy |
146
+4
| +3% | +$443 | ﹤0.01% | 967 |
|
|
2022
Q4 | $14.3K | Buy |
+142
| New | +$14.3K | 0.01% | 835 |
|