Symphony Financial’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,803
Closed -$1.05M 140
2024
Q4
$1.05M Sell
10,803
-122
-1% -$11.9K 0.17% 99
2024
Q3
$846K Buy
10,925
+3,130
+40% +$242K 0.14% 109
2024
Q2
$468K Buy
7,795
+1,810
+30% +$109K 0.09% 139
2024
Q1
$409K Sell
5,985
-163
-3% -$11.1K 0.1% 126
2023
Q4
$381K Sell
6,148
-11,919
-66% -$738K 0.08% 151
2023
Q3
$1.06M Buy
18,067
+540
+3% +$31.6K 0.26% 68
2023
Q2
$1.32M Sell
17,527
-655
-4% -$49.2K 0.32% 68
2023
Q1
$1.2M Sell
18,182
-1,832
-9% -$121K 0.31% 69
2022
Q4
$970K Buy
20,014
+3,215
+19% +$156K 0.26% 75
2022
Q3
$834K Buy
16,799
+234
+1% +$11.6K 0.27% 85
2022
Q2
$949K Sell
16,565
-1,500
-8% -$85.9K 0.28% 74
2022
Q1
$1.21M Buy
18,065
+6,165
+52% +$411K 0.28% 71
2021
Q4
$791K Buy
11,900
+7,090
+147% +$471K 0.22% 81
2021
Q3
$278K Sell
4,810
-300
-6% -$17.3K 0.1% 142
2021
Q2
$245K Buy
+5,110
New +$245K 0.08% 153