Caldwell Sutter Capital’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 | $799 | Hold |
35
| – | – | ﹤0.01% | 788 |
|
|
2025
Q1 | $967 | Hold |
35
| – | – | ﹤0.01% | 799 |
|
|
2024
Q4 | $1.32K | Hold |
35
| – | – | ﹤0.01% | 795 |
|
|
2024
Q3 | $1.44K | Hold |
35
| – | – | ﹤0.01% | 786 |
|
|
2024
Q2 | $1.33K | Buy |
+35
| New | +$1.33K | ﹤0.01% | 806 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$1.74K | – | 944 |
|
|
2023
Q4 | $1.74K | Hold |
40
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $1.72K | Buy |
+40
| New | +$1.72K | ﹤0.01% | 755 |
|