Farther Finance Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-103
| Closed | -$1.79K | – | 4453 |
|
|
2024
Q4 | $1.79K | Sell |
103
-15
| -13% | -$251 | ﹤0.01% | 3036 |
|
|
2024
Q3 | $1.86K | Hold |
118
| – | – | ﹤0.01% | 3022 |
|
|
2024
Q2 | $1.45K | Buy |
118
+15
| +15% | +$186 | ﹤0.01% | 2928 |
|
|
2024
Q1 | $1.29K | Sell |
103
-33
| -24% | -$439 | ﹤0.01% | 2677 |
|
|
2023
Q4 | $1.91K | Buy |
136
+39
| +40% | +$491 | ﹤0.01% | 2448 |
|
|
2023
Q3 | $1.2K | Buy |
97
+50
| +106% | +$689 | ﹤0.01% | 2024 |
|
|
2023
Q2 | $635 | Hold |
47
| – | – | ﹤0.01% | 2086 |
|
|
2023
Q1 | $656 | Hold |
47
| – | – | ﹤0.01% | 1939 |
|
|
2022
Q4 | $706 | Buy |
+47
| New | +$689 | ﹤0.01% | 1744 |
|
