Bailard’s Franklin Covey FC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2025
Q1
$313K Hold
2024
Q4
$426K Hold
2024
Q3
$466K Sell
2024
Q2
$454K Buy
2024
Q1
$449K Hold
2023
Q4
$498K Hold
2023
Q3
$491K Sell
2023
Q2
$519K Buy
2023
Q1
$413K Hold
2022
Q4
$502K Buy