Farther Finance Advisors’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12
| Closed | -$314 | – | 4668 |
|
|
2025
Q1 | $314 | Sell |
12
-3
| -20% | -$79 | ﹤0.01% | 3860 |
|
|
2024
Q4 | $689 | Hold |
15
| – | – | ﹤0.01% | 3364 |
|
|
2024
Q3 | $647 | Hold |
15
| – | – | ﹤0.01% | 3361 |
|
|
2024
Q2 | $607 | Hold |
15
| – | – | ﹤0.01% | 3232 |
|
|
2024
Q1 | $551 | Sell |
15
-10
| -40% | -$367 | ﹤0.01% | 2992 |
|
|
2023
Q4 | $701 | Buy |
+25
| New | +$701 | ﹤0.01% | 2857 |
|