Stifel 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 | – | Sell |
-14,137
| Closed | -$107K | – | 3513 |
|
|
2025
Q1 | $107K | Sell |
14,137
-8,383
| -37% | -$63.3K | ﹤0.01% | 3291 |
|
|
2024
Q4 | $420K | Buy |
22,520
+6,413
| +40% | +$120K | ﹤0.01% | 2780 |
|
|
2024
Q3 | $322K | Sell |
16,107
-1,826
| -10% | -$36.5K | ﹤0.01% | 2920 |
|
|
2024
Q2 | $419K | Sell |
17,933
-4,261
| -19% | -$99.5K | ﹤0.01% | 2737 |
|
|
2024
Q1 | $891K | Sell |
22,194
-1,069
| -5% | -$42.9K | ﹤0.01% | 2257 |
|
|
2023
Q4 | $812K | Sell |
23,263
-3,667
| -14% | -$128K | ﹤0.01% | 2263 |
|
|
2023
Q3 | $770K | Buy |
+26,930
| New | +$770K | ﹤0.01% | 2226 |
|