Farther Finance Advisors’s ePlus PLUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.4K | Buy |
297
+31
| +12% | +$2.24K | ﹤0.01% | 2629 |
|
2025
Q1 | $16.3K | Buy |
266
+245
| +1,167% | +$15K | ﹤0.01% | 2487 |
|
2024
Q4 | $1.55K | Hold |
21
| – | – | ﹤0.01% | 3100 |
|
2024
Q3 | $2.07K | Buy |
21
+2
| +11% | +$197 | ﹤0.01% | 2981 |
|
2024
Q2 | $1.4K | Hold |
19
| – | – | ﹤0.01% | 2939 |
|
2024
Q1 | $1.46K | Hold |
19
| – | – | ﹤0.01% | 2624 |
|
2023
Q4 | $1.52K | Sell |
19
-24
| -56% | -$1.92K | ﹤0.01% | 2546 |
|
2023
Q3 | $2.73K | Sell |
43
-47
| -52% | -$2.99K | ﹤0.01% | 1736 |
|
2023
Q2 | $5.07K | Buy |
90
+47
| +109% | +$2.65K | ﹤0.01% | 1427 |
|
2023
Q1 | $2.11K | Hold |
43
| – | – | ﹤0.01% | 1629 |
|
2022
Q4 | $1.9K | Buy |
+43
| New | +$1.9K | ﹤0.01% | 1469 |
|