Steward Partners Investment Advisory’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $15K | Sell |
|
|||||
|
2025
Q2 | $14.2K | Sell |
|
|||||
|
2025
Q1 | $18.1K | Sell |
|
|||||
|
2024
Q4 | $23.6K | Sell |
|
|||||
|
2024
Q3 | $38K | Sell |
|
|||||
|
2024
Q2 | $32.9K | Sell |
|
|||||
|
2024
Q1 | $48.8K | Sell |
|
|||||
|
2023
Q4 | $54.3K | Sell |
|
|||||
|
2023
Q3 | $116K | Sell |
|
|||||
|
2023
Q2 | $141K | Buy |
|
|||||
|
2023
Q1 | $134K | Sell |
|
|||||
|
2022
Q4 | $130K | Buy |
|
|||||
|
2022
Q3 | $89K | Buy |
|
|||||
|
2022
Q2 | $69K | Sell |
|
|||||
|
2022
Q1 | $75K | Buy |
|
|||||
|
2021
Q4 | $61K | Sell |
|
|||||
|
2021
Q3 | $56K | Buy |
|
|||||
|
2021
Q2 | $55K | Sell |
|
|||||
|
2021
Q1 | $67.8K | Buy |
|
|||||
|
2020
Q4 | $46K | Sell |
|
|||||
|
2020
Q3 | $48K | Buy |
|
|||||
|
2020
Q2 | $41K | Buy |
|
|||||
|
2020
Q1 | $36K | Buy |
|
|||||
|
2019
Q4 | $30K | Buy |
|
|||||
|
2019
Q3 | $29K | Buy |
|
|||||
|
2019
Q2 | $24K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $22K | Sell |
|
|||||
|
2018
Q2 | $35K | Buy |
|
|||||
|
2018
Q1 | $31K | Buy |
|