Allworth Financial’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8K | Buy |
1,253
+766
| +157% | +$36.6K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $23.6K | Hold |
487
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q4 | $20.5K | Buy |
487
+29
| +6% | +$1.22K | ﹤0.01% | 2078 |
|
|
2024
Q3 | $20.8K | Buy |
458
+106
| +30% | +$4.82K | ﹤0.01% | 1889 |
|
|
2024
Q2 | $14.3K | Buy |
352
+85
| +32% | +$3.44K | ﹤0.01% | 2074 |
|
|
2024
Q1 | $10.6K | Sell |
267
-25
| -9% | -$988 | ﹤0.01% | 2087 |
|
|
2023
Q4 | $12K | Buy |
292
+25
| +9% | +$1.03K | ﹤0.01% | 1907 |
|
|
2023
Q3 | $10.1K | Buy |
267
+49
| +22% | +$1.86K | ﹤0.01% | 1839 |
|
|
2023
Q2 | $9.39K | Buy |
218
+2
| +0.9% | +$86 | ﹤0.01% | 1880 |
|
|
2023
Q1 | $9.19K | Sell |
216
-138
| -39% | -$5.87K | ﹤0.01% | 1819 |
|
|
2022
Q4 | $14.2K | Buy |
354
+67
| +23% | +$2.68K | ﹤0.01% | 1553 |
|
|
2022
Q3 | $11K | Hold |
287
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q2 | $14K | Buy |
287
+129
| +82% | +$6.29K | ﹤0.01% | 1398 |
|
|
2022
Q1 | $8K | Hold |
158
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q4 | $8K | Hold |
158
| – | – | ﹤0.01% | 1465 |
|
|
2021
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 1428 |
|
|
2021
Q2 | $7K | Hold |
158
| – | – | ﹤0.01% | 1126 |
|
|
2021
Q1 | $7K | Hold |
158
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q4 | $6K | Hold |
158
| – | – | ﹤0.01% | 943 |
|
|
2020
Q3 | $6K | Hold |
158
| – | – | ﹤0.01% | 806 |
|
|
2020
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 823 |
|
|
2020
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 821 |
|
|
2019
Q4 | $7K | Hold |
158
| – | – | ﹤0.01% | 705 |
|
|
2019
Q3 | $7K | Hold |
158
| – | – | ﹤0.01% | 629 |
|
|
2019
Q2 | $6K | Hold |
158
| – | – | ﹤0.01% | 654 |
|
|
2019
Q1 | $6K | Hold |
158
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $5K | Hold |
158
| – | – | ﹤0.01% | 612 |
|
|
2018
Q3 | $5K | Sell |
158
-131
| -45% | -$4.15K | ﹤0.01% | 661 |
|
|
2018
Q2 | $9K | Buy |
+289
| New | +$9K | ﹤0.01% | 540 |
|