Creative Planning’s Franklin Financial Network, Inc. FSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,755
| Closed | -$225K | – | 1976 |
|
|
2018
Q3 | $225K | Buy |
5,755
+200
| +4% | +$7.82K | ﹤0.01% | 1586 |
|
|
2018
Q2 | $209K | Buy |
+5,555
| New | +$209K | ﹤0.01% | 1609 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$13K | – | 4782 |
|
|
2016
Q4 | $13K | Sell |
300
-909
| -75% | -$39.4K | ﹤0.01% | 3338 |
|
|
2016
Q3 | $45K | Buy |
1,209
+547
| +83% | +$20.4K | ﹤0.01% | 2432 |
|
|
2016
Q2 | $21K | Buy |
+662
| New | +$21K | ﹤0.01% | 2747 |
|