Creative Planning’s Franklin Electric FELE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $942K | Sell |
10,499
-5,403
| -34% | -$485K | ﹤0.01% | 1905 |
|
2025
Q1 | $1.49M | Buy |
15,902
+4,330
| +37% | +$407K | ﹤0.01% | 1401 |
|
2024
Q4 | $1.13M | Buy |
11,572
+481
| +4% | +$46.9K | ﹤0.01% | 1549 |
|
2024
Q3 | $1.16M | Sell |
11,091
-1,088
| -9% | -$114K | ﹤0.01% | 1409 |
|
2024
Q2 | $1.17M | Sell |
12,179
-337
| -3% | -$32.5K | ﹤0.01% | 1288 |
|
2024
Q1 | $1.34M | Buy |
12,516
+4,506
| +56% | +$481K | ﹤0.01% | 1153 |
|
2023
Q4 | $774K | Buy |
8,010
+3,365
| +72% | +$325K | ﹤0.01% | 1392 |
|
2023
Q3 | $414K | Buy |
4,645
+690
| +17% | +$61.6K | ﹤0.01% | 1688 |
|
2023
Q2 | $407K | Buy |
3,955
+1,240
| +46% | +$128K | ﹤0.01% | 1678 |
|
2023
Q1 | $255K | Buy |
+2,715
| New | +$255K | ﹤0.01% | 1930 |
|
2017
Q3 | – | Sell |
-202
| Closed | -$8K | – | 2431 |
|
2017
Q2 | $8K | Hold |
202
| – | – | ﹤0.01% | 3692 |
|
2017
Q1 | $9K | Hold |
202
| – | – | ﹤0.01% | 3602 |
|
2016
Q4 | $8K | Buy |
+202
| New | +$8K | ﹤0.01% | 3615 |
|
2015
Q2 | – | Sell |
-4,492
| Closed | -$171K | – | 1654 |
|
2015
Q1 | $171K | Buy |
4,492
+97
| +2% | +$3.69K | ﹤0.01% | 1267 |
|
2014
Q4 | $165K | Sell |
4,395
-58
| -1% | -$2.18K | ﹤0.01% | 1249 |
|
2014
Q3 | $155K | Buy |
4,453
+58
| +1% | +$2.02K | ﹤0.01% | 1205 |
|
2014
Q2 | $177K | Hold |
4,395
| – | – | ﹤0.01% | 1092 |
|
2014
Q1 | $187K | Hold |
4,395
| – | – | ﹤0.01% | 1028 |
|
2013
Q4 | $196K | Buy |
+4,395
| New | +$196K | ﹤0.01% | 869 |
|