Farther Finance Advisors’s Stifel SF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.1K | Sell |
415
-754
| -64% | -$78.3K | ﹤0.01% | 2200 |
|
|
2025
Q1 | $111K | Buy |
1,169
+836
| +251% | +$79.3K | ﹤0.01% | 1489 |
|
|
2024
Q4 | $35.3K | Sell |
333
-868
| -72% | -$92.1K | ﹤0.01% | 1823 |
|
|
2024
Q3 | $113K | Buy |
1,201
+717
| +148% | +$67.3K | ﹤0.01% | 1249 |
|
|
2024
Q2 | $40.6K | Sell |
484
-2,293
| -83% | -$192K | ﹤0.01% | 1506 |
|
|
2024
Q1 | $215K | Buy |
2,777
+2,597
| +1,443% | +$201K | 0.01% | 663 |
|
|
2023
Q4 | $12.4K | Buy |
180
+173
| +2,471% | +$12K | ﹤0.01% | 1522 |
|
|
2023
Q3 | $430 | Hold |
7
| – | – | ﹤0.01% | 2308 |
|
|
2023
Q2 | $418 | Sell |
7
-1
| -13% | -$60 | ﹤0.01% | 2200 |
|
|
2023
Q1 | $473 | Sell |
8
-67
| -89% | -$3.96K | ﹤0.01% | 2019 |
|
|
2022
Q4 | $4.38K | Buy |
+75
| New | +$4.38K | ﹤0.01% | 1216 |
|