Trifecta Capital Advisors’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Sell |
1,474
-2
| -0.1% | -$211 | 0.03% | 122 |
|
|
2025
Q1 | $142K | Sell |
1,476
-1,400
| -49% | -$135K | 0.03% | 95 |
|
|
2024
Q4 | $272K | Hold |
2,876
| – | – | 0.05% | 73 |
|
|
2024
Q3 | $223K | Hold |
2,876
| – | – | 0.05% | 77 |
|
|
2024
Q2 | $173K | Hold |
2,876
| – | – | 0.04% | 81 |
|
|
2024
Q1 | $196K | Sell |
2,876
-3,289
| -53% | -$225K | 0.05% | 80 |
|
|
2023
Q4 | $361K | Sell |
6,165
-525
| -8% | -$30.7K | 0.1% | 70 |
|
|
2023
Q3 | $393K | Sell |
6,690
-1,100
| -14% | -$64.5K | 0.13% | 67 |
|
|
2023
Q2 | $589K | Sell |
7,790
-1,029
| -12% | -$77.8K | 0.19% | 65 |
|
|
2023
Q1 | $586K | Sell |
8,819
-1,001
| -10% | -$66.5K | 0.21% | 67 |
|
|
2022
Q4 | $480K | Buy |
+9,820
| New | +$480K | 0.19% | 70 |
|