Farther Finance Advisors’s TransAlta TAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.2K Sell
99
-33
-25% -$419 ﹤0.01% 5536
2026
Q2
$1.83K Buy
132
+98
+288% +$1.29K ﹤0.01% 5194
2026
Q1
$452 Buy
34
+15
+79% +$193 ﹤0.01% 5291
2025
Q4
$240 Buy
+19
New +$284 ﹤0.01% 5187
2025
Q2
– Sell
-31
Closed -$294 – 4649
2025
Q1
$294 Sell
31
-1,184
-97% -$13.1K ﹤0.01% 3874
2024
Q4
$17.2K Buy
1,215
+59
+5% +$673 ﹤0.01% 2148
2024
Q3
$12K Buy
1,156
+214
+23% +$1.78K ﹤0.01% 2299
2024
Q2
$6.58K Buy
+942
New +$6.45K ﹤0.01% 2264

Other funds holding TAC

Farther Finance Advisors's TAC Position: Q3 2026 in Review

Farther Finance Advisors reduced its TransAlta (TAC) stake by 25% in Q3 2026, selling an estimated $419 and leaving 99 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5536.

Farther Finance Advisors first reported a position in TAC in Q2 2024 and has held it in 8 quarters since. The position peaked at $17.2K in Q4 2024. 2 funds tracked by Wall St. Rank hold TAC as of Q3 2026.

  • Farther Finance Advisors held 99 shares of TransAlta worth $1.2K as of Q3 2026.
  • Farther Finance Advisors sold 33 TransAlta shares in Q3 2026, an estimated $419.
  • TransAlta made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5536 holding.
  • Farther Finance Advisors first reported a position in TransAlta in Q2 2024 and has held it in 8 quarters since.
  • Farther Finance Advisors's TransAlta position peaked at $17.2K in Q4 2024.
  • 2 funds tracked by Wall St. Rank held TransAlta as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.