Farther Finance Advisors’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
10,766
+454
| +4% | +$11K | 0.01% | 1251 |
|
|
2025
Q1 | $208K | Sell |
10,312
-4,123
| -29% | -$83.2K | 0.01% | 1208 |
|
|
2024
Q4 | $324K | Buy |
14,435
+488
| +3% | +$11K | 0.01% | 773 |
|
|
2024
Q3 | $315K | Buy |
13,947
+538
| +4% | +$12.2K | 0.01% | 805 |
|
|
2024
Q2 | $212K | Buy |
13,409
+1,266
| +10% | +$20K | 0.01% | 816 |
|
|
2024
Q1 | $323K | Buy |
12,143
+6,836
| +129% | +$182K | 0.02% | 513 |
|
|
2023
Q4 | $217K | Buy |
5,307
+729
| +16% | +$29.8K | 0.02% | 530 |
|
|
2023
Q3 | $144K | Buy |
4,578
+4,485
| +4,823% | +$141K | 0.02% | 452 |
|
|
2023
Q2 | $4.04K | Sell |
93
-2,716
| -97% | -$118K | ﹤0.01% | 1503 |
|
|
2023
Q1 | $91.1K | Buy |
2,809
+2,763
| +6,007% | +$89.6K | 0.03% | 423 |
|
|
2022
Q4 | $1.32K | Buy |
+46
| New | +$1.32K | ﹤0.01% | 1584 |
|