Principal Financial Group’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 | $362K | Buy |
+15,856
| New | +$362K | ﹤0.01% | 2040 |
|
|
2022
Q3 | – | Sell |
-5,803
| Closed | -$268K | – | 2522 |
|
|
2022
Q2 | $268K | Sell |
5,803
-104
| -2% | -$4.8K | ﹤0.01% | 2216 |
|
|
2022
Q1 | $267K | Sell |
5,907
-3,150
| -35% | -$142K | ﹤0.01% | 2269 |
|
|
2021
Q4 | $420K | Buy |
+9,057
| New | +$420K | ﹤0.01% | 2165 |
|