Lee Financial Group Hawaii’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $404K | Sell |
5,910
-1,465
| -20% | -$100K | 0.32% | 26 |
|
|
2023
Q4 | $432K | Hold |
7,375
| – | – | 0.37% | 27 |
|
|
2023
Q3 | $433K | Sell |
7,375
-2,270
| -24% | -$133K | 0.4% | 25 |
|
|
2023
Q2 | $729K | Sell |
9,645
-6,080
| -39% | -$460K | 0.67% | 15 |
|
|
2023
Q1 | $1.05M | Sell |
15,725
-2,140
| -12% | -$142K | 1.08% | 12 |
|
|
2022
Q4 | $873K | Sell |
17,865
-4,240
| -19% | -$207K | 0.86% | 14 |
|
|
2022
Q3 | $1.09K | Sell |
22,105
-885
| -4% | -$43 | 0.87% | 14 |
|
|
2022
Q2 | $1.3M | Hold |
22,990
| – | – | 1.27% | 11 |
|
|
2022
Q1 | $1.57K | Sell |
22,990
-1,195
| -5% | -$82 | 1.07% | 13 |
|
|
2021
Q4 | $1.74M | Hold |
24,185
| – | – | 1.26% | 11 |
|
|
2021
Q3 | $1.41M | Hold |
24,185
| – | – | 1.04% | 12 |
|
|
2021
Q2 | $1.15M | Sell |
24,185
-5
| -0% | -$238 | 0.83% | 15 |
|
|
2021
Q1 | $892K | Sell |
24,190
-137,620
| -85% | -$5.07M | 0.73% | 13 |
|
|
2020
Q4 | $4.81M | Buy |
+161,810
| New | +$4.81M | 4.05% | 10 |
|
|
2019
Q3 | – | Sell |
-135,500
| Closed | -$2.08M | – | 27 |
|
|
2019
Q2 | $2.08M | Buy |
+135,500
| New | +$2.08M | 1.78% | 20 |
|