Stephens Consulting’s Fortinet FTNT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$477	Buy	+6	New	+$498	﹤0.01%	433
2025 Q3	–	Sell	-309	Closed	-$32.7K	–	692
2025 Q2	$32.7K	Buy	309 +14	+5%	+$1.41K	0.01%	223
2025 Q1	$28.4K	Hold	295	–	–	0.01%	234
2024 Q4	$27.9K	Hold	295	–	–	0.01%	236
2024 Q3	$22.9K	Hold	295	–	–	0.01%	251
2024 Q2	$17.8K	Hold	295	–	–	0.01%	278
2024 Q1	$20.2K	Hold	295	–	–	0.01%	246
2023 Q4	$17.3K	Hold	295	–	–	0.01%	265
2023 Q3	$17.3K	Hold	295	–	–	0.01%	256
2023 Q2	$22.3K	Hold	295	–	–	0.01%	233
2023 Q1	$19.6K	Hold	295	–	–	0.01%	246
2022 Q4	$14.4K	Sell	295 -325	-52%	-$16.9K	0.01%	257
2022 Q3	$30.5K	Hold	620	–	–	0.03%	213
2022 Q2	$35.1K	Hold	620	–	–	0.03%	200
2022 Q1	$42.4K	Hold	620	–	–	0.03%	204
2021 Q4	$44.6K	Buy	+620	New	+$40.8K	0.04%	210