Farther Finance Advisors’s Sotera Health SHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
9,861
+3,534
| +56% | +$39.3K | ﹤0.01% | 1711 |
|
|
2025
Q1 | $70.4K | Buy |
6,327
+6,200
| +4,882% | +$69K | ﹤0.01% | 1703 |
|
|
2024
Q4 | $1.74K | Buy |
127
+29
| +30% | +$397 | ﹤0.01% | 3047 |
|
|
2024
Q3 | $1.64K | Buy |
98
+4
| +4% | +$67 | ﹤0.01% | 3063 |
|
|
2024
Q2 | $1.09K | Hold |
94
| – | – | ﹤0.01% | 3042 |
|
|
2024
Q1 | $1.1K | Hold |
94
| – | – | ﹤0.01% | 2735 |
|
|
2023
Q4 | $1.58K | Buy |
94
+27
| +40% | +$455 | ﹤0.01% | 2526 |
|
|
2023
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 2082 |
|
|
2023
Q2 | $1.26K | Sell |
67
-14
| -17% | -$264 | ﹤0.01% | 1902 |
|
|
2023
Q1 | $1.45K | Buy |
81
+14
| +21% | +$251 | ﹤0.01% | 1747 |
|
|
2022
Q4 | $558 | Buy |
+67
| New | +$558 | ﹤0.01% | 1811 |
|