Kestra Private Wealth 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 | $1.51M | Sell |
14,261
-938
| -6% | -$99.2K | 0.02% | 587 |
|
2025
Q1 | $1.46M | Buy |
15,199
+1,246
| +9% | +$120K | 0.02% | 548 |
|
2024
Q4 | $1.32M | Buy |
13,953
+7,547
| +118% | +$713K | 0.02% | 553 |
|
2024
Q3 | $497K | Buy |
6,406
+33
| +0.5% | +$2.56K | 0.01% | 875 |
|
2024
Q2 | $384K | Sell |
6,373
-5,278
| -45% | -$318K | 0.01% | 939 |
|
2024
Q1 | $796K | Sell |
11,651
-4,205
| -27% | -$287K | 0.02% | 624 |
|
2023
Q4 | $928K | Buy |
15,856
+869
| +6% | +$50.9K | 0.02% | 548 |
|
2023
Q3 | $879K | Buy |
14,987
+6,833
| +84% | +$401K | 0.03% | 498 |
|
2023
Q2 | $616K | Sell |
8,154
-711
| -8% | -$53.7K | 0.02% | 572 |
|
2023
Q1 | $589K | Sell |
8,865
-462
| -5% | -$30.7K | 0.02% | 557 |
|
2022
Q4 | $456K | Buy |
9,327
+1,301
| +16% | +$63.6K | 0.02% | 546 |
|
2022
Q3 | $394K | Sell |
8,026
-334
| -4% | -$16.4K | 0.02% | 565 |
|
2022
Q2 | $473K | Buy |
8,360
+385
| +5% | +$21.8K | 0.03% | 522 |
|
2022
Q1 | $545K | Sell |
7,975
-780
| -9% | -$53.3K | 0.03% | 548 |
|
2021
Q4 | $629K | Buy |
8,755
+125
| +1% | +$8.98K | 0.03% | 520 |
|
2021
Q3 | $504K | Sell |
8,630
-1,355
| -14% | -$79.1K | 0.03% | 527 |
|
2021
Q2 | $476K | Buy |
9,985
+1,015
| +11% | +$48.4K | 0.03% | 520 |
|
2021
Q1 | $331K | Sell |
8,970
-2,420
| -21% | -$89.3K | 0.02% | 576 |
|
2020
Q4 | $337K | Buy |
11,390
+1,850
| +19% | +$54.7K | 0.02% | 543 |
|
2020
Q3 | $225K | Buy |
+9,540
| New | +$225K | 0.02% | 570 |
|