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Caldwell Sutter Capital’s Franklin Covey FC Stock Holding History

Caldwell Sutter Capital’s Portfolio FC Stock Details FC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-35
Closed -$799 – 875
2025
Q2 		$799 Hold
35
– – ﹤0.01% 788
2025
Q1 		$967 Hold
35
– – ﹤0.01% 799
2024
Q4 		$1.31K Hold
35
– – ﹤0.01% 795
2024
Q3 		$1.44K Hold
35
– – ﹤0.01% 786
2024
Q2 		$1.33K Buy
+35
New +$1.31K ﹤0.01% 806
2024
Q1 		– Sell
-40
Closed -$1.74K – 943
2023
Q4 		$1.74K Hold
40
– – ﹤0.01% 774
2023
Q3 		$1.72K Buy
+40
New +$1.77K ﹤0.01% 755

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