Secure Asset Management’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
-61,482
Closed -$1.76M 222
2023
Q2
$1.76M Buy
61,482
+3,774
+7% +$108K 0.54% 49
2023
Q1
$1.57M Buy
57,708
+1,389
+2% +$40K 0.52% 59
2022
Q4
$1.34M Buy
56,319
+41,193
+272% +$1.08M 0.48% 64
2022
Q3
$368K Buy
15,126
+4,841
+47% +$159K 0.21% 97
2022
Q2
$361K Buy
+10,285
New +$397K 0.2% 103

Secure Asset Management's FRG Position: Q3 2023 in Review

Secure Asset Management sold out of Franchise Group, Inc. (FRG) in Q3 2023, closing a stake of 61,482 shares — an estimated $1.76M sold.

Secure Asset Management first reported a position in FRG in Q2 2022 and held it in 5 quarters. The position peaked at $1.76M in Q2 2023. 0 funds tracked by Wall St. Rank hold FRG as of Q3 2023.

  • Secure Asset Management reported no remaining Franchise Group, Inc. position as of Q3 2023 after selling out during the quarter.
  • Secure Asset Management sold 61,482 Franchise Group, Inc. shares in Q3 2023, an estimated $1.76M.
  • Secure Asset Management first reported a position in Franchise Group, Inc. in Q2 2022 and held it in 5 quarters.
  • Secure Asset Management's Franchise Group, Inc. position peaked at $1.76M in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Franchise Group, Inc. as of Q3 2023.

Based on Secure Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.