Ameriprise’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$491K Sell
21,505
-1,459
-6% -$33.3K ﹤0.01% 3507
2025
Q1
$634K Buy
+22,964
New +$634K ﹤0.01% 3370
2014
Q4
Sell
-780
Closed -$15K 3939
2014
Q3
$15K Hold
780
﹤0.01% 4598
2014
Q2
$16K Hold
780
﹤0.01% 4429
2014
Q1
$15K Hold
780
﹤0.01% 4323
2013
Q4
$16K Sell
780
-567
-42% -$11.6K ﹤0.01% 4159
2013
Q3
$24K Hold
1,347
﹤0.01% 4288
2013
Q2
$18K Buy
+1,347
New +$18K ﹤0.01% 4348