Patriot Financial Group Insurance Agency’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.18M Sell
20,667
-259
-1% -$27.4K 0.25% 100
2025
Q1
$2.01M Sell
20,926
-2,363
-10% -$227K 0.27% 91
2024
Q4
$2.2M Buy
23,289
+1,213
+5% +$115K 0.3% 73
2024
Q3
$1.71M Buy
22,076
+3,413
+18% +$265K 0.23% 102
2024
Q2
$1.12M Buy
18,663
+6,394
+52% +$385K 0.17% 142
2024
Q1
$838K Buy
12,269
+245
+2% +$16.7K 0.13% 173
2023
Q4
$704K Buy
12,024
+2,154
+22% +$126K 0.13% 183
2023
Q3
$579K Sell
9,870
-11,207
-53% -$658K 0.12% 203
2023
Q2
$1.59M Buy
21,077
+1,317
+7% +$99.6K 0.3% 72
2023
Q1
$1.31M Sell
19,760
-405
-2% -$26.9K 0.27% 87
2022
Q4
$986K Sell
20,165
-1,095
-5% -$53.5K 0.13% 107
2022
Q3
$1.05M Buy
21,260
+590
+3% +$29K 0.25% 91
2022
Q2
$1.17M Buy
20,670
+30
+0.1% +$1.7K 0.24% 89
2022
Q1
$1.41M Buy
20,640
+1,115
+6% +$76.2K 0.25% 88
2021
Q4
$1.4M Sell
19,525
-25
-0.1% -$1.8K 0.23% 101
2021
Q3
$1.14M Sell
19,550
-8,085
-29% -$472K 0.2% 116
2021
Q2
$1.32M Sell
27,635
-5,975
-18% -$285K 0.24% 98
2021
Q1
$1.24M Buy
33,610
+1,725
+5% +$63.6K 0.28% 74
2020
Q4
$947K Buy
31,885
+31,375
+6,152% +$932K 0.24% 96
2020
Q3
$12K Sell
510
-240
-32% -$5.65K ﹤0.01% 968
2020
Q2
$21K Buy
+750
New +$21K 0.01% 731
2018
Q2
Sell
-310
Closed -$3K 699
2018
Q1
$3K Hold
310
﹤0.01% 815
2017
Q4
$3K Hold
310
﹤0.01% 811
2017
Q3
$2K Hold
310
﹤0.01% 832
2017
Q2
$2K Buy
310
+30
+11% +$194 ﹤0.01% 830
2017
Q1
$2K Hold
280
﹤0.01% 760
2016
Q4
$2K Buy
+280
New +$2K ﹤0.01% 691