Cornercap Investment Counsel’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 | – | Sell |
-6,265
| Closed | -$235K | – | 261 |
|
|
2024
Q4 | $235K | Hold |
6,265
| – | – | 0.08% | 415 |
|
|
2024
Q3 | $258K | Sell |
6,265
-6,642
| -51% | -$273K | 0.08% | 420 |
|
|
2024
Q2 | $490K | Buy |
+12,907
| New | +$490K | 0.08% | 462 |
|
|
2023
Q4 | – | Sell |
-11,923
| Closed | -$512K | – | 609 |
|
|
2023
Q3 | $512K | Buy |
+11,923
| New | +$512K | 0.09% | 381 |
|