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 |
|