Stifel Financial
FTRE icon

Stifel Financial’s Fortrea Holdings FTRE Stock Holding History

Stifel Financial’s Portfolio FTRE Stock Details FTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,137
Closed -$107K – 3513
2025
Q1 		$107K Sell
14,137
-8,383
-37% -$118K ﹤0.01% 3291
2024
Q4 		$420K Buy
22,520
+6,413
+40% +$125K ﹤0.01% 2780
2024
Q3 		$322K Sell
16,107
-1,826
-10% -$42.9K ﹤0.01% 2920
2024
Q2 		$419K Sell
17,933
-4,261
-19% -$132K ﹤0.01% 2737
2024
Q1 		$891K Sell
22,194
-1,069
-5% -$37.1K ﹤0.01% 2257
2023
Q4 		$812K Sell
23,263
-3,667
-14% -$112K ﹤0.01% 2263
2023
Q3 		$770K Buy
+26,930
New +$797K ﹤0.01% 2226

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