Farther Finance Advisors’s United States Lime & Minerals USLM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.1K	Buy	288 +5	+2%	+$601	﹤0.01%	3175
2025 Q4	$33.9K	Buy	283 +2	+0.7%	+$248	﹤0.01%	3072
2025 Q3	$37K	Buy	281 +73	+35%	+$8.43K	﹤0.01%	2630
2025 Q2	$20.8K	Buy	208 +43	+26%	+$4.2K	﹤0.01%	2652
2025 Q1	$15.1K	Buy	165 +9	+6%	+$936	﹤0.01%	2523
2024 Q4	$20.7K	Sell	156 -154	-50%	-$19.5K	﹤0.01%	2063
2024 Q3	$29.9K	Buy	310 +155	+100%	+$12.4K	﹤0.01%	1900
2024 Q2	$10.9K	Hold	155	–	–	﹤0.01%	2047
2024 Q1	$9.21K	Hold	155	–	–	﹤0.01%	1797
2023 Q4	$7.14K	Hold	155	–	–	﹤0.01%	1780
2023 Q3	$6.23K	Hold	155	–	–	﹤0.01%	1447
2023 Q2	$6.48K	Hold	155	–	–	﹤0.01%	1336
2023 Q1	$4.73K	Hold	155	–	–	﹤0.01%	1361
2022 Q4	$4.36K	Buy	+155	New	+$4K	﹤0.01%	1219