B. Riley Wealth Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
+10,545
| New | +$1.11M | 0.05% | 324 |
|
|
2024
Q2 | – | Sell |
-48,201
| Closed | -$2.83M | – | 1475 |
|
|
2024
Q1 | $2.83M | Buy |
48,201
+38,990
| +423% | +$2.29M | 0.08% | 252 |
|
|
2023
Q4 | $539K | Sell |
9,211
-38,990
| -81% | -$2.28M | 0.01% | 770 |
|
|
2023
Q3 | $2.83M | Sell |
48,201
-21,330
| -31% | -$1.25M | 0.08% | 252 |
|
|
2023
Q2 | $5.26M | Buy |
69,531
+34,292
| +97% | +$2.59M | 0.12% | 178 |
|
|
2023
Q1 | $2.34M | Sell |
35,239
-8,508
| -19% | -$565K | 0.06% | 308 |
|
|
2022
Q4 | $2.14M | Buy |
43,747
+626
| +1% | +$30.6K | 0.06% | 319 |
|
|
2022
Q3 | $2.12M | Buy |
43,121
+2,890
| +7% | +$142K | 0.06% | 297 |
|
|
2022
Q2 | $2.28M | Sell |
40,231
-1,214
| -3% | -$68.7K | 0.1% | 213 |
|
|
2022
Q1 | $2.83M | Sell |
41,445
-6,285
| -13% | -$430K | 0.09% | 229 |
|
|
2021
Q4 | $3.43M | Buy |
47,730
+1,995
| +4% | +$143K | 0.1% | 220 |
|
|
2021
Q3 | $2.67M | Sell |
45,735
-112,565
| -71% | -$6.58M | 0.09% | 267 |
|
|
2021
Q2 | $7.54M | Sell |
158,300
-11,530
| -7% | -$549K | 0.25% | 86 |
|
|
2021
Q1 | $6.27M | Sell |
169,830
-52,980
| -24% | -$1.95M | 0.22% | 102 |
|
|
2020
Q4 | $6.62M | Buy |
222,810
+83,355
| +60% | +$2.48M | 0.35% | 68 |
|
|
2020
Q3 | $3.29M | Buy |
139,455
+36,975
| +36% | +$872K | 0.18% | 136 |
|
|
2020
Q2 | $2.81M | Buy |
102,480
+76,315
| +292% | +$2.1M | 0.19% | 129 |
|
|
2020
Q1 | $530K | Sell |
26,165
-11,605
| -31% | -$235K | 0.05% | 368 |
|
|
2019
Q4 | $807K | Buy |
37,770
+11,070
| +41% | +$237K | 0.07% | 277 |
|
|
2019
Q3 | $410K | Sell |
26,700
-865
| -3% | -$13.3K | 0.04% | 468 |
|
|
2019
Q2 | $424K | Sell |
27,565
-17,955
| -39% | -$276K | 0.05% | 436 |
|
|
2019
Q1 | $765K | Sell |
45,520
-400
| -0.9% | -$6.72K | 0.1% | 231 |
|
|
2018
Q4 | $647K | Buy |
45,920
+1,885
| +4% | +$26.6K | 0.09% | 237 |
|
|
2018
Q3 | $813K | Buy |
44,035
+400
| +0.9% | +$7.39K | 0.1% | 221 |
|
|
2018
Q2 | $545K | Buy |
+43,635
| New | +$545K | 0.07% | 301 |
|
|
2015
Q1 | – | Sell |
-3,570
| Closed | -$22 | – | 1082 |
|
|
2014
Q4 | $22 | Buy |
+3,570
| New | +$22 | ﹤0.01% | 2491 |
|