Citadel Advisors’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $291K | Buy |
+18,428
| New | +$303K | ﹤0.01% | 10533 |
|
|
2025
Q4 | – | Sell |
-85,761
| Closed | -$1.66M | – | 13058 |
|
|
2025
Q3 | $1.66M | Buy |
85,761
+28,559
| +50% | +$565K | ﹤0.01% | 6449 |
|
|
2025
Q2 | $1.31M | Sell |
57,202
-59,349
| -51% | -$1.31M | ﹤0.01% | 6525 |
|
|
2025
Q1 | $3.22M | Buy |
116,551
+70,802
| +155% | +$2.34M | ﹤0.01% | 4638 |
|
|
2024
Q4 | $1.72M | Sell |
45,749
-6,202
| -12% | -$238K | ﹤0.01% | 5948 |
|
|
2024
Q3 | $2.14M | Sell |
51,951
-27,817
| -35% | -$1.11M | ﹤0.01% | 5411 |
|
|
2024
Q2 | $3.03M | Buy |
79,768
+15,422
| +24% | +$579K | ﹤0.01% | 4545 |
|
|
2024
Q1 | $2.53M | Buy |
64,346
+20,089
| +45% | +$801K | ﹤0.01% | 5070 |
|
|
2023
Q4 | $1.93M | Sell |
44,257
-12,975
| -23% | -$514K | ﹤0.01% | 5424 |
|
|
2023
Q3 | $2.46M | Sell |
57,232
-8,065
| -12% | -$358K | ﹤0.01% | 4850 |
|
|
2023
Q2 | $2.85M | Sell |
65,297
-54,940
| -46% | -$2.03M | ﹤0.01% | 4555 |
|
|
2023
Q1 | $4.63M | Buy |
120,237
+42,886
| +55% | +$1.98M | ﹤0.01% | 3947 |
|
|
2022
Q4 | $3.62M | Sell |
77,351
-51,336
| -40% | -$2.5M | ﹤0.01% | 4433 |
|
|
2022
Q3 | $5.84M | Buy |
128,687
+48,595
| +61% | +$2.4M | ﹤0.01% | 3614 |
|
|
2022
Q2 | $3.7M | Buy |
80,092
+32,755
| +69% | +$1.3M | ﹤0.01% | 4370 |
|
|
2022
Q1 | $2.14M | Buy |
47,337
+25,024
| +112% | +$1.16M | ﹤0.01% | 5944 |
|
|
2021
Q4 | $1.03M | Sell |
22,313
-4,863
| -18% | -$216K | ﹤0.01% | 7872 |
|
|
2021
Q3 | $1.11M | Sell |
27,176
-6,837
| -20% | -$263K | ﹤0.01% | 7879 |
|
|
2021
Q2 | $1.1M | Buy |
34,013
+3,199
| +10% | +$98.6K | ﹤0.01% | 8117 |
|
|
2021
Q1 | $872K | Buy |
30,814
+4,634
| +18% | +$121K | ﹤0.01% | 8434 |
|
|
2020
Q4 | $584K | Buy |
+26,180
| New | +$545K | ﹤0.01% | 7861 |
|
|
2020
Q3 | – | Sell |
-78,431
| Closed | -$1.51M | – | 10237 |
|
|
2020
Q2 | $1.68M | Sell |
78,431
-11,609
| -13% | -$235K | ﹤0.01% | 4883 |
|
|
2020
Q1 | $1.4M | Buy |
90,040
+14,111
| +19% | +$404K | ﹤0.01% | 4746 |
|
|
2019
Q4 | $2.45M | Buy |
75,929
+15,544
| +26% | +$563K | ﹤0.01% | 4089 |
|
|
2019
Q3 | $2.11M | Buy |
60,385
+31,423
| +108% | +$1.13M | ﹤0.01% | 4401 |
|
|
2019
Q2 | $985K | Sell |
28,962
-35,345
| -55% | -$1.05M | ﹤0.01% | 5718 |
|
|
2019
Q1 | $1.63M | Buy |
64,307
+48,575
| +309% | +$1.21M | ﹤0.01% | 4791 |
|
|
2018
Q4 | $351K | Sell |
15,732
-8,606
| -35% | -$192K | ﹤0.01% | 6990 |
|
|
2018
Q3 | $576K | Buy |
24,338
+2,455
| +11% | +$61.2K | ﹤0.01% | 6471 |
|
|
2018
Q2 | $537K | Buy |
+21,883
| New | +$588K | ﹤0.01% | 6249 |
|
|
2017
Q3 | – | Sell |
-16,805
| Closed | -$313K | – | 7659 |
|
|
2017
Q2 | $324K | Buy |
+16,805
| New | +$347K | ﹤0.01% | 5779 |
|
|
2015
Q2 | – | Sell |
-10,676
| Closed | -$206K | – | 8819 |
|
|
2015
Q1 | $206K | Buy |
+10,676
| New | +$192K | ﹤0.01% | 6142 |
|
|
2014
Q3 | – | Sell |
-20,573
| Closed | -$414K | – | 8194 |
|
|
2014
Q2 | $414K | Buy |
+20,573
| New | +$429K | ﹤0.01% | 4648 |
|
|
2014
Q1 | – | Sell |
-29,634
| Closed | -$589K | – | 7883 |
|
|
2013
Q4 | $589K | Buy |
+29,634
| New | +$577K | ﹤0.01% | 3814 |
|
Other funds holding FC
RA
RHJA
VCM
