Lebenthal Global 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 | $228K | Sell |
2,160
-4,609
| -68% | -$487K | 0.04% | 182 |
|
|
2025
Q1 | $652K | Buy |
6,769
+4,494
| +198% | +$433K | 0.12% | 111 |
|
|
2024
Q4 | $215K | Buy |
+2,275
| New | +$215K | 0.04% | 189 |
|
|
2023
Q4 | – | Sell |
-5,942
| Closed | -$349K | – | 192 |
|
|
2023
Q3 | $349K | Sell |
5,942
-20
| -0.3% | -$1.17K | 0.1% | 97 |
|
|
2023
Q2 | $451K | Buy |
+5,962
| New | +$451K | 0.13% | 79 |
|
|
2021
Q1 | – | Sell |
-1,815
| Closed | -$53K | – | 284 |
|
|
2020
Q4 | $53K | Buy |
+1,815
| New | +$53K | 0.04% | 249 |
|