LPL Financial’s Fortrea Holdings FTRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $57.9K | Sell |
11,721
-244
| -2% | -$1.21K | ﹤0.01% | 5195 |
|
2025
Q1 | $90.3K | Sell |
11,965
-886
| -7% | -$6.69K | ﹤0.01% | 4937 |
|
2024
Q4 | $240K | Sell |
12,851
-907
| -7% | -$16.9K | ﹤0.01% | 4589 |
|
2024
Q3 | $275K | Sell |
13,758
-11,054
| -45% | -$221K | ﹤0.01% | 4413 |
|
2024
Q2 | $579K | Buy |
24,812
+2,387
| +11% | +$55.7K | ﹤0.01% | 3685 |
|
2024
Q1 | $900K | Buy |
22,425
+1,708
| +8% | +$68.6K | ﹤0.01% | 3250 |
|
2023
Q4 | $723K | Buy |
20,717
+1,934
| +10% | +$67.5K | ﹤0.01% | 3314 |
|
2023
Q3 | $537K | Buy |
+18,783
| New | +$537K | ﹤0.01% | 3409 |
|