Steward Partners Investment Advisory’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.2K | Sell |
298
-99
| -25% | -$4.73K | ﹤0.01% | 3048 |
|
|
2025
Q1 | $18.1K | Sell |
397
-171
| -30% | -$7.79K | ﹤0.01% | 2855 |
|
|
2024
Q4 | $23.6K | Sell |
568
-267
| -32% | -$11.1K | ﹤0.01% | 2700 |
|
|
2024
Q3 | $38K | Sell |
835
-11
| -1% | -$500 | ﹤0.01% | 2370 |
|
|
2024
Q2 | $32.9K | Sell |
846
-389
| -31% | -$15.1K | ﹤0.01% | 2302 |
|
|
2024
Q1 | $48.8K | Sell |
1,235
-85
| -6% | -$3.36K | ﹤0.01% | 2129 |
|
|
2023
Q4 | $54.3K | Sell |
1,320
-1,732
| -57% | -$71.2K | ﹤0.01% | 1948 |
|
|
2023
Q3 | $116K | Sell |
3,052
-210
| -6% | -$7.98K | ﹤0.01% | 1508 |
|
|
2023
Q2 | $141K | Buy |
3,262
+109
| +3% | +$4.7K | ﹤0.01% | 1425 |
|
|
2023
Q1 | $134K | Sell |
3,153
-100
| -3% | -$4.25K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $130K | Buy |
3,253
+909
| +39% | +$36.4K | ﹤0.01% | 1440 |
|
|
2022
Q3 | $89K | Buy |
2,344
+875
| +60% | +$33.2K | ﹤0.01% | 1545 |
|
|
2022
Q2 | $69K | Sell |
1,469
-52
| -3% | -$2.44K | ﹤0.01% | 1646 |
|
|
2022
Q1 | $75K | Buy |
1,521
+257
| +20% | +$12.7K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $61K | Sell |
1,264
-11
| -0.9% | -$531 | ﹤0.01% | 1810 |
|
|
2021
Q3 | $56K | Buy |
1,275
+24
| +2% | +$1.05K | ﹤0.01% | 1830 |
|
|
2021
Q2 | $55K | Sell |
1,251
-312
| -20% | -$13.7K | ﹤0.01% | 3119 |
|
|
2021
Q1 | $67.9K | Buy |
1,563
+431
| +38% | +$18.7K | ﹤0.01% | 1834 |
|
|
2020
Q4 | $46K | Sell |
1,132
-45
| -4% | -$1.83K | ﹤0.01% | 1709 |
|
|
2020
Q3 | $48K | Buy |
1,177
+109
| +10% | +$4.45K | ﹤0.01% | 1512 |
|
|
2020
Q2 | $41K | Buy |
1,068
+110
| +11% | +$4.22K | ﹤0.01% | 1495 |
|
|
2020
Q1 | $36K | Buy |
958
+215
| +29% | +$8.08K | ﹤0.01% | 1385 |
|
|
2019
Q4 | $30K | Buy |
743
+49
| +7% | +$1.98K | ﹤0.01% | 1618 |
|
|
2019
Q3 | $29K | Buy |
694
+77
| +12% | +$3.22K | ﹤0.01% | 1592 |
|
|
2019
Q2 | $24K | Buy |
+617
| New | +$24K | ﹤0.01% | 1643 |
|
|
2018
Q4 | – | Sell |
-688
| Closed | -$22K | – | 1272 |
|
|
2018
Q3 | $22K | Sell |
688
-393
| -36% | -$12.6K | ﹤0.01% | 1512 |
|
|
2018
Q2 | $35K | Buy |
1,081
+142
| +15% | +$4.6K | ﹤0.01% | 1238 |
|
|
2018
Q1 | $31K | Buy |
+939
| New | +$31K | ﹤0.01% | 1178 |
|