Farther Finance Advisors’s Pearson PSO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.2K | Sell |
1,351
-405
| -23% | -$6.05K | ﹤0.01% | 2662 |
|
2025
Q1 | $28.3K | Hold |
1,756
| – | – | ﹤0.01% | 2190 |
|
2024
Q4 | $28.3K | Buy |
1,756
+290
| +20% | +$4.68K | ﹤0.01% | 1927 |
|
2024
Q3 | $19.9K | Buy |
1,466
+341
| +30% | +$4.63K | ﹤0.01% | 2075 |
|
2024
Q2 | $13.9K | Buy |
1,125
+738
| +191% | +$9.14K | ﹤0.01% | 1928 |
|
2024
Q1 | $5.04K | Hold |
387
| – | – | ﹤0.01% | 2065 |
|
2023
Q4 | $4.76K | Buy |
387
+353
| +1,038% | +$4.34K | ﹤0.01% | 1992 |
|
2023
Q3 | $358 | Hold |
34
| – | – | ﹤0.01% | 2344 |
|
2023
Q2 | $356 | Hold |
34
| – | – | ﹤0.01% | 2241 |
|
2023
Q1 | $355 | Hold |
34
| – | – | ﹤0.01% | 2091 |
|
2022
Q4 | $383 | Buy |
+34
| New | +$383 | ﹤0.01% | 1884 |
|