Globeflex Capital’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $449K | Sell |
28,427
-9,390
| -25% | -$155K | 0.07% | 235 |
|
|
2025
Q4 | $635K | Hold |
37,817
| – | – | 0.1% | 212 |
|
|
2025
Q3 | $734K | Hold |
37,817
| – | – | 0.11% | 208 |
|
|
2025
Q2 | $863K | Sell |
37,817
-569
| -1% | -$12.6K | 0.07% | 200 |
|
|
2025
Q1 | $1.06M | Sell |
38,386
-3,660
| -9% | -$121K | 0.1% | 164 |
|
|
2024
Q4 | $1.58M | Buy |
42,046
+3,731
| +10% | +$143K | 0.13% | 132 |
|
|
2024
Q3 | $1.58M | Hold |
38,315
| – | – | 0.15% | 132 |
|
|
2024
Q2 | $1.46M | Sell |
38,315
-3,544
| -8% | -$133K | 0.15% | 141 |
|
|
2024
Q1 | $1.64M | Sell |
41,859
-4,238
| -9% | -$169K | 0.16% | 138 |
|
|
2023
Q4 | $2.01M | Sell |
46,097
-16
| -0% | -$634 | 0.2% | 123 |
|
|
2023
Q3 | $1.98M | Buy |
46,113
+569
| +1% | +$25.2K | 0.23% | 109 |
|
|
2023
Q2 | $1.99M | Sell |
45,544
-38,839
| -46% | -$1.44M | 0.22% | 117 |
|
|
2023
Q1 | $3.25M | Buy |
84,383
+13,849
| +20% | +$639K | 0.4% | 74 |
|
|
2022
Q4 | $3.3M | Sell |
70,534
-843
| -1% | -$41.1K | 0.42% | 64 |
|
|
2022
Q3 | $3.24M | Buy |
71,377
+39,496
| +124% | +$1.95M | 0.56% | 42 |
|
|
2022
Q2 | $1.47M | Hold |
31,881
| – | – | 0.36% | 69 |
|
|
2022
Q1 | $1.44M | Hold |
31,881
| – | – | 0.29% | 87 |
|
|
2021
Q4 | $1.48M | Hold |
31,881
| – | – | 0.3% | 95 |
|
|
2021
Q3 | $1.3M | Hold |
31,881
| – | – | 0.28% | 106 |
|
|
2021
Q2 | $1.03M | Hold |
31,881
| – | – | 0.19% | 186 |
|
|
2021
Q1 | $902K | Hold |
31,881
| – | – | 0.16% | 203 |
|
|
2020
Q4 | $710K | Buy |
31,881
+1,991
| +7% | +$41.4K | 0.15% | 229 |
|
|
2020
Q3 | $530K | Buy |
+29,890
| New | +$574K | 0.14% | 246 |
|
Other funds holding FC
RA
RHJA
VCM
