Farther Finance Advisors’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $111K | Sell |
2,268
-31
| -1% | -$1.51K | ﹤0.01% | 1706 |
|
2025
Q1 | $110K | Buy |
2,299
+1,005
| +78% | +$48K | ﹤0.01% | 1496 |
|
2024
Q4 | $60.2K | Buy |
1,294
+85
| +7% | +$3.96K | ﹤0.01% | 1564 |
|
2024
Q3 | $57.5K | Buy |
1,209
+826
| +216% | +$39.3K | ﹤0.01% | 1574 |
|
2024
Q2 | $14.4K | Buy |
383
+177
| +86% | +$6.65K | ﹤0.01% | 1915 |
|
2024
Q1 | $8.3K | Sell |
206
-16
| -7% | -$644 | ﹤0.01% | 1840 |
|
2023
Q4 | $8.68K | Buy |
222
+19
| +9% | +$743 | ﹤0.01% | 1679 |
|
2023
Q3 | $6.99K | Buy |
203
+20
| +11% | +$688 | ﹤0.01% | 1407 |
|
2023
Q2 | $7.4K | Buy |
183
+22
| +14% | +$889 | ﹤0.01% | 1295 |
|
2023
Q1 | $6.27K | Buy |
161
+25
| +18% | +$973 | ﹤0.01% | 1260 |
|
2022
Q4 | $5.42K | Buy |
+136
| New | +$5.42K | ﹤0.01% | 1141 |
|