Steward Partners Investment Advisory’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Sell |
53,553
-1,038
| -2% | -$110K | 0.04% | 392 |
|
|
2025
Q1 | $5.25M | Sell |
54,591
-2,047
| -4% | -$197K | 0.05% | 387 |
|
|
2024
Q4 | $5.35M | Buy |
56,638
+395
| +0.7% | +$37.3K | 0.05% | 358 |
|
|
2024
Q3 | $4.36M | Buy |
56,243
+1,002
| +2% | +$77.7K | 0.04% | 395 |
|
|
2024
Q2 | $3.33M | Sell |
55,241
-1,883
| -3% | -$113K | 0.04% | 445 |
|
|
2024
Q1 | $3.9M | Buy |
57,124
+3,066
| +6% | +$209K | 0.04% | 393 |
|
|
2023
Q4 | $3.16M | Sell |
54,058
-2,858
| -5% | -$167K | 0.04% | 384 |
|
|
2023
Q3 | $3.34M | Sell |
56,916
-8,614
| -13% | -$505K | 0.05% | 340 |
|
|
2023
Q2 | $4.95M | Buy |
65,530
+3,939
| +6% | +$298K | 0.07% | 265 |
|
|
2023
Q1 | $4.09M | Sell |
61,591
-412
| -0.7% | -$27.4K | 0.07% | 292 |
|
|
2022
Q4 | $3.03M | Sell |
62,003
-12,664
| -17% | -$619K | 0.05% | 350 |
|
|
2022
Q3 | $3.67M | Sell |
74,667
-496
| -0.7% | -$24.4K | 0.07% | 283 |
|
|
2022
Q2 | $4.25M | Sell |
75,163
-13,442
| -15% | -$761K | 0.08% | 264 |
|
|
2022
Q1 | $6.06M | Sell |
88,605
-19,670
| -18% | -$1.34M | 0.09% | 223 |
|
|
2021
Q4 | $7.78M | Buy |
108,275
+58,605
| +118% | +$4.21M | 0.12% | 194 |
|
|
2021
Q3 | $2.9M | Sell |
49,670
-170
| -0.3% | -$9.93K | 0.05% | 359 |
|
|
2021
Q2 | $2.37M | Sell |
49,840
-1,715
| -3% | -$81.7K | 0.04% | 408 |
|
|
2021
Q1 | $1.9M | Buy |
51,555
+6,975
| +16% | +$257K | 0.03% | 450 |
|
|
2020
Q4 | $1.32M | Buy |
44,580
+6,325
| +17% | +$188K | 0.03% | 476 |
|
|
2020
Q3 | $901K | Buy |
38,255
+1,325
| +4% | +$31.2K | 0.02% | 513 |
|
|
2020
Q2 | $1.01M | Buy |
36,930
+380
| +1% | +$10.4K | 0.03% | 446 |
|
|
2020
Q1 | $739K | Buy |
36,550
+9,480
| +35% | +$192K | 0.03% | 468 |
|
|
2019
Q4 | $578K | Buy |
27,070
+995
| +4% | +$21.2K | 0.02% | 591 |
|
|
2019
Q3 | $400K | Buy |
26,075
+540
| +2% | +$8.28K | 0.01% | 649 |
|
|
2019
Q2 | $392K | Buy |
+25,535
| New | +$392K | 0.01% | 619 |
|
|
2019
Q1 | – | Sell |
-15,635
| Closed | -$220K | – | 809 |
|
|
2018
Q4 | $220K | Buy |
15,635
+3,320
| +27% | +$46.7K | 0.01% | 687 |
|
|
2018
Q3 | $227K | Buy |
+12,315
| New | +$227K | 0.01% | 688 |
|
|
2018
Q2 | – | Sell |
-10,360
| Closed | -$111K | – | 2481 |
|
|
2018
Q1 | $111K | Sell |
10,360
-103,905
| -91% | -$1.11M | 0.01% | 748 |
|
|
2017
Q4 | $998K | Buy |
114,265
+13,000
| +13% | +$114K | 0.08% | 229 |
|
|
2017
Q3 | $725K | Buy |
101,265
+1,315
| +1% | +$9.42K | 0.07% | 238 |
|
|
2017
Q2 | $748K | Buy |
99,950
+96,950
| +3,232% | +$726K | 0.08% | 213 |
|
|
2017
Q1 | $23K | Buy |
3,000
+730
| +32% | +$5.6K | ﹤0.01% | 718 |
|
|
2016
Q4 | $13K | Buy |
+2,270
| New | +$13K | 0.01% | 513 |
|