Capital Advisory Group Advisory Services’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $461K | Sell |
4,362
-125
| -3% | -$13.2K | 0.17% | 118 |
|
|
2025
Q1 | $432K | Sell |
4,487
-58
| -1% | -$5.58K | 0.16% | 114 |
|
|
2024
Q4 | $429K | Hold |
4,545
| – | – | 0.15% | 122 |
|
|
2024
Q3 | $352K | Hold |
4,545
| – | – | 0.14% | 119 |
|
|
2024
Q2 | $274K | Hold |
4,545
| – | – | 0.12% | 126 |
|
|
2024
Q1 | $310K | Buy |
4,545
+105
| +2% | +$7.17K | 0.15% | 117 |
|
|
2023
Q4 | $260K | Sell |
4,440
-125
| -3% | -$7.32K | 0.14% | 123 |
|
|
2023
Q3 | $268K | Buy |
+4,565
| New | +$268K | 0.15% | 121 |
|
|
2023
Q2 | – | Sell |
-5,090
| Closed | -$338K | – | 105 |
|
|
2023
Q1 | $338K | Buy |
5,090
+40
| +0.8% | +$2.66K | 0.2% | 110 |
|
|
2022
Q4 | $247K | Hold |
5,050
| – | – | 0.17% | 114 |
|
|
2022
Q3 | $248K | Buy |
5,050
+4,018
| +389% | +$197K | 0.17% | 115 |
|
|
2022
Q2 | $270K | Sell |
1,032
-4,128
| -80% | -$1.08M | 0.16% | 116 |
|
|
2022
Q1 | $353K | Sell |
5,160
-125
| -2% | -$8.55K | 0.16% | 112 |
|
|
2021
Q4 | $380K | Buy |
5,285
+25
| +0.5% | +$1.8K | 0.17% | 115 |
|
|
2021
Q3 | $307K | Sell |
5,260
-440
| -8% | -$25.7K | 0.11% | 153 |
|
|
2021
Q2 | $272K | Sell |
5,700
-2,775
| -33% | -$132K | 0.1% | 163 |
|
|
2021
Q1 | $313K | Buy |
8,475
+130
| +2% | +$4.8K | 0.12% | 138 |
|
|
2020
Q4 | $248K | Buy |
8,345
+8,200
| +5,655% | +$244K | 0.1% | 152 |
|
|
2020
Q3 | $3K | Buy |
+145
| New | +$3K | ﹤0.01% | 420 |
|