Creative Planning’s Franklin BSP Realty Trust FBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Sell |
28,432
-4,362
| -13% | -$46.6K | ﹤0.01% | 2875 |
|
|
2025
Q1 | $418K | Sell |
32,794
-1,290
| -4% | -$16.4K | ﹤0.01% | 2458 |
|
|
2024
Q4 | $427K | Sell |
34,084
-7,572
| -18% | -$95K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $544K | Sell |
41,656
-1,013
| -2% | -$13.2K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $538K | Buy |
42,669
+733
| +2% | +$9.24K | ﹤0.01% | 1873 |
|
|
2024
Q1 | $560K | Hold |
41,936
| – | – | ﹤0.01% | 1770 |
|
|
2023
Q4 | $567K | Sell |
41,936
-1,281
| -3% | -$17.3K | ﹤0.01% | 1628 |
|
|
2023
Q3 | $572K | Sell |
43,217
-238
| -0.5% | -$3.15K | ﹤0.01% | 1474 |
|
|
2023
Q2 | $615K | Sell |
43,455
-795
| -2% | -$11.3K | ﹤0.01% | 1420 |
|
|
2023
Q1 | $528K | Sell |
44,250
-1,567
| -3% | -$18.7K | ﹤0.01% | 1422 |
|
|
2022
Q4 | $591K | Buy |
45,817
+23
| +0.1% | +$297 | ﹤0.01% | 1330 |
|
|
2022
Q3 | $493K | Sell |
45,794
-3,184
| -7% | -$34.3K | ﹤0.01% | 1331 |
|
|
2022
Q2 | $660K | Buy |
+48,978
| New | +$660K | ﹤0.01% | 1154 |
|