Farther Finance Advisors’s WELLS FARGO 7.5% NON CUMV PERP CONV WFC.PRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Buy |
776
+504
| +185% | +$592K | 0.02% | 627 |
|
|
2025
Q1 | $324K | Buy |
272
+217
| +395% | +$259K | 0.01% | 1005 |
|
|
2024
Q4 | $65.7K | Sell |
55
-46
| -46% | -$54.9K | ﹤0.01% | 1515 |
|
|
2024
Q3 | $130K | Buy |
101
+65
| +181% | +$83.3K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $42.6K | Hold |
36
| – | – | ﹤0.01% | 1487 |
|
|
2024
Q1 | $43.6K | Hold |
36
| – | – | ﹤0.01% | 1236 |
|
|
2023
Q4 | $43K | Sell |
36
-448
| -93% | -$536K | ﹤0.01% | 1090 |
|
|
2023
Q3 | $540K | Buy |
484
+148
| +44% | +$165K | 0.08% | 197 |
|
|
2023
Q2 | $387K | Buy |
+336
| New | +$387K | 0.08% | 195 |
|