O'Keefe Stevens Advisory’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 | $386K | Buy |
16,928
+4,449
| +36% | +$102K | 0.11% | 55 |
|
|
2025
Q1 | $345K | Buy |
12,479
+2,867
| +30% | +$79.2K | 0.11% | 53 |
|
|
2024
Q4 | $361K | Buy |
9,612
+2,658
| +38% | +$99.9K | 0.11% | 57 |
|
|
2024
Q3 | $286K | Buy |
6,954
+1,629
| +31% | +$67K | 0.09% | 60 |
|
|
2024
Q2 | $202K | Buy |
+5,325
| New | +$202K | 0.07% | 65 |
|