Fortem Financial Group, LLC Purchases and Sells in Q3 2025

Fortem Financial Group, LLC

$335 Million
Q3 2025

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	3.79K + 4.11%	$130.68 - $186.97 $496K - $709K	96.1K $17.5M
URA	9.93K + 2.64%	$36.45 - $50.4 $362K - $500K	385K $18.4M
TSLA	319 + 1.29%	$293.94 - $444.72 $93.8K - $142K	25K $11.1M
XME	1.91K + 1.82%	$67.16 - $93.48 $128K - $178K	107K $9.97M
GOOGL	8 + 0.03%	$174.36 - $254.72 $1.39K - $2.04K	23.1K $5.62M
KMI	48.5K + 522.62%	$26.23 - $28.5 $1.27M - $1.38M	57.8K $1.64M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HWM	9.52K New	$171.0 - $196.23 $1.63M - $1.87M	9.52K $1.87M
ARKK	19.9K New	$68.94 - $86.3 $1.37M - $1.72M	19.9K $1.72M
WMB	4.05K New	$56.52 - $64.01 $229K - $259K	4.05K $256K
RBLX	1.8K New	$100.65 - $141.56 $181K - $255K	1.8K $249K
NDAQ	2.79K New	$86.73 - $96.94 $242K - $270K	2.79K $246K
VTR	3.45K New	$62.76 - $69.99 $216K - $241K	3.45K $241K

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ORCC	-146K - 77.33%	N/A	42.9K $574K
OC	-9.77K - 73.95%	$136.56 - $157.69 $1.33M - $1.54M	3.44K $486K
DVN	-35K - 73.43%	$31.75 - $36.99 $1.11M - $1.29M	12.7K $443K
LLY	-537 - 25.88%	$625.65 - $812.69 $336K - $436K	1.54K $1.17M
SHY	-3.28K - 41.13%	$82.38 - $83.0 $270K - $272K	4.7K $389K
OXY	-6.73K - 43.35%	$42.54 - $48.1 $286K - $323K	8.79K $415K

Activity Summary All Purchases 77 New Holdings 10 Increased Positions 67 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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