Legato Capital Management’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-18,577
| Closed | -$513K | – | 576 |
|
2025
Q1 | $513K | Sell |
18,577
-8,467
| -31% | -$234K | 0.07% | 419 |
|
2024
Q4 | $1.02M | Sell |
27,044
-560
| -2% | -$21K | 0.13% | 292 |
|
2024
Q3 | $1.14M | Buy |
27,604
+21,519
| +354% | +$885K | 0.14% | 273 |
|
2024
Q2 | $231K | Buy |
6,085
+25
| +0.4% | +$950 | 0.03% | 514 |
|
2024
Q1 | $238K | Buy |
6,060
+13
| +0.2% | +$510 | 0.03% | 522 |
|
2023
Q4 | $263K | Buy |
6,047
+489
| +9% | +$21.3K | 0.03% | 503 |
|
2023
Q3 | $239K | Buy |
+5,558
| New | +$239K | 0.03% | 501 |
|