Kestra Private Wealth Services’s Farmer Brothers FARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,135
| Closed | -$24K | – | 1438 |
|
|
2024
Q3 | $24K | Sell |
12,135
-19,680
| -62% | -$39K | ﹤0.01% | 1346 |
|
|
2024
Q2 | $85.3K | Hold |
31,815
| – | – | ﹤0.01% | 1290 |
|
|
2024
Q1 | $114K | Hold |
31,815
| – | – | ﹤0.01% | 1234 |
|
|
2023
Q4 | $97.4K | Buy |
31,815
+19,990
| +169% | +$61.2K | ﹤0.01% | 1144 |
|
|
2023
Q3 | $30.5K | Buy |
+11,825
| New | +$30.5K | ﹤0.01% | 1144 |
|