Creative Planning’s Franklin BSP Realty Trust FBRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$284K	Buy	33,403 +5,167	+18%	+$49.2K	﹤0.01%	3470
2025 Q4	$283K	Sell	28,236 -4,331	-13%	-$45.2K	﹤0.01%	3284
2025 Q3	$354K	Buy	32,567 +4,135	+15%	+$45.6K	﹤0.01%	3018
2025 Q2	$304K	Sell	28,432 -4,362	-13%	-$49K	﹤0.01%	2884
2025 Q1	$418K	Sell	32,794 -1,290	-4%	-$16.7K	﹤0.01%	2464
2024 Q4	$427K	Sell	34,084 -7,572	-18%	-$97.9K	﹤0.01%	2372
2024 Q3	$544K	Sell	41,656 -1,013	-2%	-$13.3K	﹤0.01%	2034
2024 Q2	$538K	Buy	42,669 +733	+2%	+$9.33K	﹤0.01%	1880
2024 Q1	$560K	Hold	41,936	–	–	﹤0.01%	1776
2023 Q4	$567K	Sell	41,936 -1,281	-3%	-$16.9K	﹤0.01%	1632
2023 Q3	$572K	Sell	43,217 -238	-0.5%	-$3.31K	﹤0.01%	1477
2023 Q2	$615K	Sell	43,455 -795	-2%	-$10.5K	﹤0.01%	1426
2023 Q1	$528K	Sell	44,250 -1,567	-3%	-$21K	﹤0.01%	1427
2022 Q4	$591K	Buy	45,817 +23	+0.1%	+$308	﹤0.01%	1335
2022 Q3	$493K	Sell	45,794 -3,184	-7%	-$43.8K	﹤0.01%	1339
2022 Q2	$660K	Buy	+48,978	New	+$697K	﹤0.01%	1158