Larson Financial Group’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8K | Buy |
330
+187
| +131% | +$8.93K | ﹤0.01% | 1585 |
|
|
2025
Q1 | $6.52K | Buy |
143
+126
| +741% | +$5.74K | ﹤0.01% | 1787 |
|
|
2024
Q4 | $707 | Hold |
17
| – | – | ﹤0.01% | 2107 |
|
|
2024
Q3 | $772 | Hold |
17
| – | – | ﹤0.01% | 2021 |
|
|
2024
Q2 | $660 | Buy |
+17
| New | +$660 | ﹤0.01% | 1780 |
|
|
2022
Q4 | – | Sell |
-75
| Closed | -$3K | – | 1510 |
|
|
2022
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 900 |
|
|
2022
Q1 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 820 |
|