RKL Wealth Management’s Franklin Financial Services FRAF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
9,195
+15
| +0.2% | +$519 | 0.03% | 149 |
|
|
2025
Q1 | $325K | Buy |
9,180
+14
| +0.2% | +$496 | 0.03% | 148 |
|
|
2024
Q4 | $274K | Buy |
9,166
+30
| +0.3% | +$897 | 0.02% | 149 |
|
|
2024
Q3 | $275K | Buy |
9,136
+33
| +0.4% | +$994 | 0.02% | 136 |
|
|
2024
Q2 | $257K | Buy |
9,103
+35
| +0.4% | +$990 | 0.02% | 128 |
|
|
2024
Q1 | $238K | Buy |
9,068
+35
| +0.4% | +$917 | 0.02% | 139 |
|
|
2023
Q4 | $285K | Buy |
+9,033
| New | +$285K | 0.03% | 122 |
|
|
2022
Q4 | – | Sell |
-12,422
| Closed | -$392K | – | 132 |
|
|
2022
Q3 | $392K | Hold |
12,422
| – | – | 0.06% | 102 |
|
|
2022
Q2 | $375K | Sell |
12,422
-2,567
| -17% | -$77.5K | 0.05% | 103 |
|
|
2022
Q1 | $502K | Buy |
+14,989
| New | +$502K | 0.06% | 95 |
|