SEI Investments’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 | $402K | Sell |
17,633
-31,120
| -64% | -$710K | ﹤0.01% | 2277 |
|
|
2025
Q1 | $1.35M | Buy |
48,753
+2,409
| +5% | +$66.5K | ﹤0.01% | 1788 |
|
|
2024
Q4 | $1.74M | Sell |
46,344
-6,344
| -12% | -$238K | ﹤0.01% | 1725 |
|
|
2024
Q3 | $2.17M | Sell |
52,688
-2,986
| -5% | -$123K | ﹤0.01% | 1650 |
|
|
2024
Q2 | $2.12M | Buy |
55,674
+2,811
| +5% | +$107K | ﹤0.01% | 1615 |
|
|
2024
Q1 | $2.08M | Buy |
52,863
+8,234
| +18% | +$323K | ﹤0.01% | 1617 |
|
|
2023
Q4 | $1.94M | Buy |
44,629
+4,933
| +12% | +$215K | ﹤0.01% | 1614 |
|
|
2023
Q3 | $1.7M | Sell |
39,696
-13,380
| -25% | -$574K | ﹤0.01% | 1663 |
|
|
2023
Q2 | $2.32M | Sell |
53,076
-2,600
| -5% | -$114K | ﹤0.01% | 1578 |
|
|
2023
Q1 | $2.14M | Buy |
55,676
+5,128
| +10% | +$197K | ﹤0.01% | 1589 |
|
|
2022
Q4 | $2.36M | Buy |
50,548
+8,489
| +20% | +$397K | 0.01% | 1414 |
|
|
2022
Q3 | $1.91M | Buy |
42,059
+17,497
| +71% | +$794K | ﹤0.01% | 1570 |
|
|
2022
Q2 | $1.13M | Buy |
24,562
+12,840
| +110% | +$589K | ﹤0.01% | 1779 |
|
|
2022
Q1 | $517K | Buy |
+11,722
| New | +$517K | ﹤0.01% | 2060 |
|