Citigroup’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 | $9.6K | Buy |
608
+264
| +77% | +$4.35K | ﹤0.01% | 5057 |
|
|
2025
Q4 | $5.77K | Sell |
344
-646
| -65% | -$10.8K | ﹤0.01% | 5205 |
|
|
2025
Q3 | $19.2K | Sell |
990
-3,479
| -78% | -$68.8K | ﹤0.01% | 4835 |
|
|
2025
Q2 | $102K | Sell |
4,469
-3,987
| -47% | -$88.1K | ﹤0.01% | 4397 |
|
|
2025
Q1 | $234K | Sell |
8,456
-1,663
| -16% | -$55K | ﹤0.01% | 4117 |
|
|
2024
Q4 | $380K | Buy |
10,119
+438
| +5% | +$16.8K | ﹤0.01% | 4013 |
|
|
2024
Q3 | $398K | Buy |
9,681
+6,225
| +180% | +$249K | ﹤0.01% | 3871 |
|
|
2024
Q2 | $131K | Sell |
3,456
-478
| -12% | -$18K | ﹤0.01% | 4088 |
|
|
2024
Q1 | $154K | Buy |
3,934
+400
| +11% | +$15.9K | ﹤0.01% | 4126 |
|
|
2023
Q4 | $154K | Buy |
3,534
+2,211
| +167% | +$87.6K | ﹤0.01% | 4040 |
|
|
2023
Q3 | $56.8K | Sell |
1,323
-5,077
| -79% | -$225K | ﹤0.01% | 4093 |
|
|
2023
Q2 | $280K | Buy |
6,400
+3,653
| +133% | +$135K | ﹤0.01% | 3717 |
|
|
2023
Q1 | $106K | Buy |
2,747
+318
| +13% | +$14.7K | ﹤0.01% | 3996 |
|
|
2022
Q4 | $114K | Buy |
2,429
+307
| +14% | +$15K | ﹤0.01% | 3974 |
|
|
2022
Q3 | $96K | Buy |
2,122
+732
| +53% | +$36.2K | ﹤0.01% | 4107 |
|
|
2022
Q2 | $64K | Buy |
1,390
+742
| +115% | +$29.5K | ﹤0.01% | 4429 |
|
|
2022
Q1 | $29K | Sell |
648
-2,580
| -80% | -$120K | ﹤0.01% | 4961 |
|
|
2021
Q4 | $150K | Buy |
3,228
+1,808
| +127% | +$80.2K | ﹤0.01% | 4516 |
|
|
2021
Q3 | $58K | Buy |
1,420
+812
| +134% | +$31.3K | ﹤0.01% | 4657 |
|
|
2021
Q2 | $20K | Sell |
608
-232
| -28% | -$7.15K | ﹤0.01% | 5296 |
|
|
2021
Q1 | $24K | Sell |
840
-1,587
| -65% | -$41.5K | ﹤0.01% | 5136 |
|
|
2020
Q4 | $54K | Buy |
2,427
+1,226
| +102% | +$25.5K | ﹤0.01% | 5976 |
|
|
2020
Q3 | $21K | Sell |
1,201
-2,877
| -71% | -$55.2K | ﹤0.01% | 6164 |
|
|
2020
Q2 | $87K | Buy |
4,078
+570
| +16% | +$11.6K | ﹤0.01% | 5693 |
|
|
2020
Q1 | $55K | Buy |
3,508
+724
| +26% | +$20.7K | ﹤0.01% | 5894 |
|
|
2019
Q4 | $90K | Buy |
2,784
+924
| +50% | +$33.5K | ﹤0.01% | 5856 |
|
|
2019
Q3 | $65K | Sell |
1,860
-1,383
| -43% | -$49.9K | ﹤0.01% | 5961 |
|
|
2019
Q2 | $110K | Buy |
3,243
+24
| +0.7% | +$712 | ﹤0.01% | 5775 |
|
|
2019
Q1 | $81K | Buy |
3,219
+386
| +14% | +$9.63K | ﹤0.01% | 5944 |
|
|
2018
Q4 | $63K | Sell |
2,833
-364
| -11% | -$8.13K | ﹤0.01% | 6039 |
|
|
2018
Q3 | $75K | Buy |
3,197
+1,261
| +65% | +$31.4K | ﹤0.01% | 6167 |
|
|
2018
Q2 | $48K | Buy |
1,936
+129
| +7% | +$3.47K | ﹤0.01% | 6316 |
|
|
2018
Q1 | $49K | Buy |
1,807
+1,137
| +170% | +$31K | ﹤0.01% | 6180 |
|
|
2017
Q4 | $14K | Buy |
670
+372
| +125% | +$7.3K | ﹤0.01% | 6895 |
|
|
2017
Q3 | $6K | Buy |
298
+233
| +358% | +$4.33K | ﹤0.01% | 6812 |
|
|
2017
Q2 | $1K | Sell |
65
-300
| -82% | -$6.19K | ﹤0.01% | 7142 |
|
|
2017
Q1 | $7K | Sell |
365
-7,927
| -96% | -$140K | ﹤0.01% | 6684 |
|
|
2016
Q4 | $167K | Buy |
8,292
+7,456
| +892% | +$145K | ﹤0.01% | 5433 |
|
|
2016
Q3 | $15K | Sell |
836
-191
| -19% | -$3.08K | ﹤0.01% | 6350 |
|
|
2016
Q2 | $16K | Sell |
1,027
-12,496
| -92% | -$193K | ﹤0.01% | 6274 |
|
|
2016
Q1 | $238K | Buy |
13,523
+5,512
| +69% | +$94.1K | ﹤0.01% | 4915 |
|
|
2015
Q4 | $133K | Buy |
8,011
+7,929
| +9,670% | +$127K | ﹤0.01% | 5103 |
|
|
2015
Q3 | $1K | Sell |
82
-5,356
| -98% | -$92.4K | ﹤0.01% | 7150 |
|
|
2015
Q2 | $110K | Buy |
5,438
+3,324
| +157% | +$64.9K | ﹤0.01% | 4917 |
|
|
2015
Q1 | $41K | Sell |
2,114
-2,309
| -52% | -$41.5K | ﹤0.01% | 5648 |
|
|
2014
Q4 | $86K | Buy |
4,423
+4,036
| +1,043% | +$77.8K | ﹤0.01% | 5351 |
|
|
2014
Q3 | $7K | Sell |
387
-3,491
| -90% | -$67.2K | ﹤0.01% | 6415 |
|
|
2014
Q2 | $78K | Buy |
3,878
+858
| +28% | +$17.9K | ﹤0.01% | 4859 |
|
|
2014
Q1 | $60K | Sell |
3,020
-2,403
| -44% | -$48.6K | ﹤0.01% | 5370 |
|
|
2013
Q4 | $108K | Buy |
5,423
+4,000
| +281% | +$77.9K | ﹤0.01% | 5194 |
|
|
2013
Q3 | $25K | Sell |
1,423
-662
| -32% | -$10.6K | ﹤0.01% | 5770 |
|
|
2013
Q2 | $28K | Buy |
+2,085
| New | +$28.9K | ﹤0.01% | 5672 |
|
Other funds holding FC
RA
RHJA
VCM
