Geneos Wealth Management’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 | $253K | Sell |
23,624
-22,759
| -49% | -$243K | 0.01% | 912 |
|
|
2025
Q1 | $614K | Buy |
46,383
+26,890
| +138% | +$356K | 0.01% | 817 |
|
|
2024
Q4 | $244K | Buy |
19,493
+6
| +0% | +$75 | 0.01% | 779 |
|
|
2024
Q3 | $255K | Sell |
19,487
-464
| -2% | -$6.06K | 0.01% | 710 |
|
|
2024
Q2 | $251K | Sell |
19,951
-4,744
| -19% | -$59.8K | 0.01% | 650 |
|
|
2024
Q1 | $330K | Sell |
24,695
-600
| -2% | -$8.02K | 0.02% | 580 |
|
|
2023
Q4 | $342K | Sell |
25,295
-2,000
| -7% | -$27K | 0.02% | 551 |
|
|
2023
Q3 | $361K | Buy |
27,295
+2,610
| +11% | +$34.6K | 0.02% | 536 |
|
|
2023
Q2 | $350K | Sell |
24,685
-22,858
| -48% | -$324K | 0.02% | 543 |
|
|
2023
Q1 | $567K | Sell |
47,543
-10,787
| -18% | -$129K | 0.03% | 417 |
|
|
2022
Q4 | $752K | Buy |
58,330
+2,106
| +4% | +$27.2K | 0.05% | 333 |
|
|
2022
Q3 | $605K | Sell |
56,224
-173,894
| -76% | -$1.87M | 0.04% | 354 |
|
|
2022
Q2 | $3.12M | Buy |
230,118
+206,819
| +888% | +$2.81M | 0.15% | 153 |
|
|
2022
Q1 | $325K | Buy |
+23,299
| New | +$325K | 0.01% | 644 |
|