Concourse Financial Group Securities’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 2687 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4252 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4249 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4286 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4295 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4231 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4186 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4134 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4037 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4008 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 3794 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 3844 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$3K | – | 3792 |
|
|
2021
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 2124 |
|
|
2021
Q3 | $3K | Hold |
75
| – | – | ﹤0.01% | 2168 |
|
|
2021
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 2177 |
|
|
2021
Q1 | $2K | Hold |
75
| – | – | ﹤0.01% | 2121 |
|
|
2020
Q4 | $2K | Hold |
75
| – | – | ﹤0.01% | 2084 |
|
|
2020
Q3 | $1K | Hold |
75
| – | – | ﹤0.01% | 2072 |
|
|
2020
Q2 | $2K | Hold |
75
| – | – | ﹤0.01% | 1890 |
|
|
2020
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q4 | $2K | Buy |
+75
| New | +$2K | ﹤0.01% | 1880 |
|
|
2019
Q3 | – | Sell |
-75
| Closed | -$3K | – | 3015 |
|
|
2019
Q2 | $3K | Hold |
75
| – | – | ﹤0.01% | 1878 |
|
|
2019
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 2141 |
|
|
2018
Q4 | $1K | Buy |
+75
| New | +$1K | ﹤0.01% | 2005 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2786 |
|