Bailard’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 | $256K | Sell |
11,239
-86
| -0.8% | -$1.96K | 0.01% | 659 |
|
|
2025
Q1 | $313K | Hold |
11,325
| – | – | 0.01% | 560 |
|
|
2024
Q4 | $426K | Hold |
11,325
| – | – | 0.01% | 489 |
|
|
2024
Q3 | $466K | Sell |
11,325
-617
| -5% | -$25.4K | 0.01% | 479 |
|
|
2024
Q2 | $454K | Buy |
11,942
+500
| +4% | +$19K | 0.01% | 473 |
|
|
2024
Q1 | $449K | Hold |
11,442
| – | – | 0.01% | 484 |
|
|
2023
Q4 | $498K | Hold |
11,442
| – | – | 0.01% | 456 |
|
|
2023
Q3 | $491K | Sell |
11,442
-449
| -4% | -$19.3K | 0.02% | 412 |
|
|
2023
Q2 | $519K | Buy |
11,891
+1,152
| +11% | +$50.3K | 0.02% | 389 |
|
|
2023
Q1 | $413K | Hold |
10,739
| – | – | 0.01% | 432 |
|
|
2022
Q4 | $502K | Buy |
+10,739
| New | +$502K | 0.02% | 398 |
|