Summit Financial’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Sell |
6,827
-12
| -0.2% | -$1.27K | 0.02% | 492 |
|
|
2025
Q1 | $658K | Buy |
6,839
+18
| +0.3% | +$1.73K | 0.02% | 445 |
|
|
2024
Q4 | $644K | Buy |
6,821
+2,434
| +55% | +$230K | 0.02% | 401 |
|
|
2024
Q3 | $340K | Sell |
4,387
-206
| -4% | -$16K | 0.01% | 437 |
|
|
2024
Q2 | $277K | Buy |
+4,593
| New | +$277K | 0.01% | 428 |
|
|
2023
Q3 | – | Sell |
-2,971
| Closed | -$225K | – | 338 |
|
|
2023
Q2 | $225K | Sell |
2,971
-197
| -6% | -$14.9K | 0.02% | 302 |
|
|
2023
Q1 | $211K | Buy |
+3,168
| New | +$211K | 0.02% | 244 |
|
|
2022
Q4 | – | Sell |
-4,586
| Closed | -$225K | – | 254 |
|
|
2022
Q3 | $225K | Buy |
+4,586
| New | +$225K | 0.02% | 233 |
|
|
2022
Q2 | – | Sell |
-3,685
| Closed | -$252K | – | 238 |
|
|
2022
Q1 | $252K | Sell |
3,685
-330
| -8% | -$22.6K | 0.02% | 227 |
|
|
2021
Q4 | $289K | Buy |
+4,015
| New | +$289K | 0.02% | 215 |
|