Steward Partners Investment Advisory’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
$907 Sell
184
-20
-10% -$99 ﹤0.01% 3882
2025
Q1
$1.54K Hold
204
﹤0.01% 3695
2024
Q4
$3.8K Sell
204
-81
-28% -$1.51K ﹤0.01% 3458
2024
Q3
$5.7K Sell
285
-67
-19% -$1.34K ﹤0.01% 3146
2024
Q2
$8.22K Buy
352
+263
+296% +$6.14K ﹤0.01% 2889
2024
Q1
$3.57K Sell
89
-123
-58% -$4.94K ﹤0.01% 3142
2023
Q4
$7.4K Sell
212
-152
-42% -$5.31K ﹤0.01% 2822
2023
Q3
$10.4K Buy
+364
New +$10.4K ﹤0.01% 2582