LPL Financial’s Franchise Group, Inc. FRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,782
Closed -$452K 4841
2023
Q2
$452K Sell
15,782
-1,087
-6% -$31.1K ﹤0.01% 3525
2023
Q1
$460K Buy
16,869
+662
+4% +$19K ﹤0.01% 3406
2022
Q4
$386K Buy
16,207
+7,289
+82% +$190K ﹤0.01% 3472
2022
Q3
$217K Sell
8,918
-277
-3% -$9.09K ﹤0.01% 3862
2022
Q2
$322K Buy
+9,195
New +$355K ﹤0.01% 3574

LPL Financial's FRG Position: Q3 2023 in Review

LPL Financial sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 15,782 shares — an estimated $452K sold.

LPL Financial first reported a position in FRG in Q2 2022 and held it in 5 quarters. The position peaked at $460K in Q1 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

  • LPL Financial reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 15,782 Franchise Group, Inc. shares in Q3 2023, an estimated $452K.
  • LPL Financial first reported a position in Franchise Group, Inc. in Q2 2022 and held it in 5 quarters.
  • LPL Financial's Franchise Group, Inc. position peaked at $460K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.