LPL Financial’s Farmer Brothers FARM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-54,900
| Closed | -$212K | – | 4559 |
|
|
2023
Q1 | $212K | Sell |
54,900
-18,400
| -25% | -$71K | ﹤0.01% | 3973 |
|
|
2022
Q4 | $338K | Buy |
73,300
+3,200
| +5% | +$14.8K | ﹤0.01% | 3545 |
|
|
2022
Q3 | $329K | Buy |
70,100
+22,800
| +48% | +$107K | ﹤0.01% | 3485 |
|
|
2022
Q2 | $222K | Buy |
47,300
+26,300
| +125% | +$123K | ﹤0.01% | 3838 |
|
|
2022
Q1 | $150K | Buy |
21,000
+7,000
| +50% | +$50K | ﹤0.01% | 3884 |
|
|
2021
Q4 | $104K | Buy |
+14,000
| New | +$104K | ﹤0.01% | 4117 |
|