Farther Finance Advisors’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5K | Sell |
90
-13
| -13% | -$361 | ﹤0.01% | 3618 |
|
|
2025
Q1 | $2.66K | Buy |
103
+83
| +415% | +$2.14K | ﹤0.01% | 3277 |
|
|
2024
Q4 | $533 | Sell |
20
-801
| -98% | -$21.3K | ﹤0.01% | 3431 |
|
|
2024
Q3 | $27.2K | Hold |
821
| – | – | ﹤0.01% | 1946 |
|
|
2024
Q2 | $15.3K | Hold |
821
| – | – | ﹤0.01% | 1884 |
|
|
2024
Q1 | $17.1K | Sell |
821
-801
| -49% | -$16.7K | ﹤0.01% | 1544 |
|
|
2023
Q4 | $33.5K | Buy |
1,622
+1,607
| +10,713% | +$33.2K | ﹤0.01% | 1169 |
|
|
2023
Q3 | $286 | Hold |
15
| – | – | ﹤0.01% | 2397 |
|
|
2023
Q2 | $348 | Hold |
15
| – | – | ﹤0.01% | 2248 |
|
|
2023
Q1 | $393 | Hold |
15
| – | – | ﹤0.01% | 2067 |
|
|
2022
Q4 | $411 | Buy |
+15
| New | +$411 | ﹤0.01% | 1872 |
|