Farther Finance Advisors’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.2K | Buy |
4,415
+4,034
| +1,059% | +$81.5K | ﹤0.01% | 1814 |
|
|
2025
Q1 | $5.39K | Buy |
381
+269
| +240% | +$3.81K | ﹤0.01% | 3020 |
|
|
2024
Q4 | $1.33K | Sell |
112
-524
| -82% | -$6.21K | ﹤0.01% | 3155 |
|
|
2024
Q3 | $11.4K | Buy |
636
+349
| +122% | +$6.26K | ﹤0.01% | 2310 |
|
|
2024
Q2 | $4.83K | Buy |
287
+250
| +676% | +$4.2K | ﹤0.01% | 2413 |
|
|
2024
Q1 | $926 | Sell |
37
-15
| -29% | -$375 | ﹤0.01% | 2809 |
|
|
2023
Q4 | $1.35K | Buy |
52
+27
| +108% | +$700 | ﹤0.01% | 2604 |
|
|
2023
Q3 | $584 | Buy |
+25
| New | +$584 | ﹤0.01% | 2226 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$226 | – | 2592 |
|
|
2023
Q1 | $226 | Buy |
+19
| New | +$226 | ﹤0.01% | 2183 |
|