CAPTRUST Financial Advisors’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Buy |
|
|||||
|
2025
Q1 | $282K | Buy |
|
|||||
|
2024
Q4 | $239K | Hold |
|
|||||
|
2024
Q3 | $262K | Hold |
|
|||||
|
2024
Q2 | $224K | Hold |
|
|||||
|
2024
Q1 | $227K | Buy |
|
|||||
|
2023
Q4 | $232K | Hold |
|
|||||
|
2023
Q3 | $214K | Sell |
|
|||||
|
2023
Q2 | $253K | Buy |
|
|||||
|
2023
Q1 | $240K | Sell |
|
|||||
|
2022
Q4 | $426K | Hold |
|
|||||
|
2022
Q3 | $404K | Buy |
|
|||||
|
2022
Q2 | $491K | Hold |
|
|||||
|
2022
Q1 | $514K | Hold |
|
|||||
|
2021
Q4 | $501K | Buy |
|
|||||
|
2021
Q3 | $239K | Hold |
|
|||||
|
2021
Q2 | $238K | Hold |
|
|||||
|
2021
Q1 | $234K | Hold |
|
|||||
|
2020
Q4 | $220K | Buy |
|
|||||
|
2020
Q3 | $138K | Buy |
|
|||||
|
2020
Q2 | $105K | Hold |
|
|||||
|
2020
Q1 | $98K | Buy |
|