Buckingham Strategic Wealth’s Franklin Financial Network, Inc. FSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,064
| Closed | -$208K | – | 528 |
|
|
2019
Q4 | $208K | Buy |
+6,064
| New | +$208K | 0.02% | 433 |
|
|
2018
Q4 | – | Sell |
-6,064
| Closed | -$237K | – | 392 |
|
|
2018
Q3 | $237K | Hold |
6,064
| – | – | 0.04% | 314 |
|
|
2018
Q2 | $228K | Buy |
+6,064
| New | +$228K | 0.04% | 316 |
|
|
2018
Q1 | – | Sell |
-6,064
| Closed | -$207K | – | 353 |
|
|
2017
Q4 | $207K | Hold |
6,064
| – | – | 0.04% | 295 |
|
|
2017
Q3 | $216K | Hold |
6,064
| – | – | 0.05% | 264 |
|
|
2017
Q2 | $250K | Hold |
6,064
| – | – | 0.06% | 243 |
|
|
2017
Q1 | $235K | Hold |
6,064
| – | – | 0.07% | 218 |
|
|
2016
Q4 | $254K | Hold |
6,064
| – | – | 0.08% | 187 |
|
|
2016
Q3 | $227K | Buy |
+6,064
| New | +$227K | 0.08% | 195 |
|