HBK Sorce Advisory’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
10,551
+160
| +2% | +$16.9K | 0.03% | 204 |
|
|
2025
Q1 | $1M | Buy |
10,391
+137
| +1% | +$13.2K | 0.03% | 213 |
|
|
2024
Q4 | $969K | Sell |
10,254
-928
| -8% | -$87.7K | 0.03% | 216 |
|
|
2024
Q3 | $867K | Sell |
11,182
-453
| -4% | -$35.1K | 0.03% | 238 |
|
|
2024
Q2 | $701K | Buy |
11,635
+10
| +0.1% | +$603 | 0.02% | 265 |
|
|
2024
Q1 | $794K | Buy |
11,625
+603
| +5% | +$41.2K | 0.03% | 251 |
|
|
2023
Q4 | $645K | Sell |
11,022
-191
| -2% | -$11.2K | 0.02% | 272 |
|
|
2023
Q3 | $658K | Sell |
11,213
-356
| -3% | -$20.9K | 0.03% | 260 |
|
|
2023
Q2 | $875K | Buy |
11,569
+738
| +7% | +$55.8K | 0.04% | 221 |
|
|
2023
Q1 | $720K | Buy |
+10,831
| New | +$720K | 0.03% | 260 |
|