CA
FSB
CapWealth Advisors’s Franklin Financial Network, Inc. FSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,550
| Closed | -$220K | – | 100 |
|
|
2020
Q2 | $220K | Buy |
+8,550
| New | +$220K | 0.03% | 91 |
|
|
2020
Q1 | – | Sell |
-14,675
| Closed | -$504K | – | 105 |
|
|
2019
Q4 | $504K | Sell |
14,675
-300
| -2% | -$10.3K | 0.06% | 73 |
|
|
2019
Q3 | $452K | Hold |
14,975
| – | – | 0.06% | 73 |
|
|
2019
Q2 | $417K | Hold |
14,975
| – | – | 0.06% | 74 |
|
|
2019
Q1 | $434K | Hold |
14,975
| – | – | 0.07% | 74 |
|
|
2018
Q4 | $395K | Buy |
14,975
+250
| +2% | +$6.59K | 0.07% | 76 |
|
|
2018
Q3 | $576K | Hold |
14,725
| – | – | 0.09% | 77 |
|
|
2018
Q2 | $554K | Buy |
14,725
+4,950
| +51% | +$186K | 0.1% | 76 |
|
|
2018
Q1 | $319K | Buy |
9,775
+250
| +3% | +$8.16K | 0.06% | 85 |
|
|
2017
Q4 | $325K | Sell |
9,525
-825
| -8% | -$28.2K | 0.06% | 88 |
|
|
2017
Q3 | $369K | Hold |
10,350
| – | – | 0.07% | 85 |
|
|
2017
Q2 | $427K | Buy |
10,350
+125
| +1% | +$5.16K | 0.09% | 81 |
|
|
2017
Q1 | $396K | Sell |
10,225
-1,597
| -14% | -$61.9K | 0.08% | 85 |
|
|
2016
Q4 | $495K | Buy |
11,822
+7,497
| +173% | +$314K | 0.11% | 74 |
|
|
2016
Q3 | $162K | Sell |
4,325
-1,425
| -25% | -$53.4K | 0.04% | 92 |
|
|
2016
Q2 | $180K | Buy |
5,750
+5,250
| +1,050% | +$164K | 0.04% | 94 |
|
|
2016
Q1 | $13K | Sell |
500
-13,462
| -96% | -$350K | ﹤0.01% | 227 |
|
|
2015
Q4 | $438K | Hold |
13,962
| – | – | 0.11% | 69 |
|
|
2015
Q3 | $312K | Buy |
13,962
+13,462
| +2,692% | +$301K | 0.08% | 71 |
|
|
2015
Q2 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 201 |
|