Allworth Financial’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
18,732
+12,799
| +216% | +$1.35M | 0.01% | 480 |
|
|
2025
Q1 | $598K | Buy |
5,933
+96
| +2% | +$9.67K | ﹤0.01% | 640 |
|
|
2024
Q4 | $573K | Buy |
5,837
+329
| +6% | +$32.3K | ﹤0.01% | 657 |
|
|
2024
Q3 | $427K | Buy |
5,508
+103
| +2% | +$7.99K | ﹤0.01% | 615 |
|
|
2024
Q2 | $316K | Sell |
5,405
-317
| -6% | -$18.5K | ﹤0.01% | 678 |
|
|
2024
Q1 | $391K | Buy |
5,722
+3,099
| +118% | +$212K | ﹤0.01% | 611 |
|
|
2023
Q4 | $154K | Buy |
2,623
+27
| +1% | +$1.58K | ﹤0.01% | 799 |
|
|
2023
Q3 | $152K | Sell |
2,596
-10
| -0.4% | -$587 | ﹤0.01% | 755 |
|
|
2023
Q2 | $197K | Sell |
2,606
-20
| -0.8% | -$1.51K | ﹤0.01% | 706 |
|
|
2023
Q1 | $175K | Buy |
2,626
+107
| +4% | +$7.11K | ﹤0.01% | 682 |
|
|
2022
Q4 | $123K | Buy |
2,519
+403
| +19% | +$19.7K | ﹤0.01% | 759 |
|
|
2022
Q3 | $104K | Sell |
2,116
-494
| -19% | -$24.3K | ﹤0.01% | 758 |
|
|
2022
Q2 | $148K | Buy |
2,610
+530
| +25% | +$30.1K | ﹤0.01% | 622 |
|
|
2022
Q1 | $142K | Sell |
2,080
-145
| -7% | -$9.9K | ﹤0.01% | 632 |
|
|
2021
Q4 | $160K | Buy |
2,225
+295
| +15% | +$21.2K | ﹤0.01% | 579 |
|
|
2021
Q3 | $113K | Buy |
1,930
+220
| +13% | +$12.9K | ﹤0.01% | 591 |
|
|
2021
Q2 | $81K | Hold |
1,710
| – | – | ﹤0.01% | 513 |
|
|
2021
Q1 | $63K | Hold |
1,710
| – | – | ﹤0.01% | 528 |
|
|
2020
Q4 | $51K | Hold |
1,710
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $40K | Hold |
1,710
| – | – | ﹤0.01% | 456 |
|
|
2020
Q2 | $47K | Sell |
1,710
-50
| -3% | -$1.37K | ﹤0.01% | 430 |
|
|
2020
Q1 | $36K | Hold |
1,760
| – | – | ﹤0.01% | 459 |
|
|
2019
Q4 | $38K | Hold |
1,760
| – | – | ﹤0.01% | 409 |
|
|
2019
Q3 | $27K | Buy |
1,760
+495
| +39% | +$7.59K | ﹤0.01% | 410 |
|
|
2019
Q2 | $19K | Hold |
1,265
| – | – | ﹤0.01% | 467 |
|
|
2019
Q1 | $21K | Sell |
1,265
-950
| -43% | -$15.8K | ﹤0.01% | 447 |
|
|
2018
Q4 | $31K | Hold |
2,215
| – | – | ﹤0.01% | 346 |
|
|
2018
Q3 | $41K | Buy |
2,215
+1,000
| +82% | +$18.5K | ﹤0.01% | 320 |
|
|
2018
Q2 | $15K | Hold |
1,215
| – | – | ﹤0.01% | 452 |
|
|
2018
Q1 | $13K | Buy |
+1,215
| New | +$13K | ﹤0.01% | 446 |
|