Soltis Investment Advisors’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $590K | Sell |
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|
2024
Q3 | $664K | Hold |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $638K | Hold |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $698K | Hold |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $638K | Hold |
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|
2022
Q4 | $776K | Sell |
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|
2022
Q3 | $763K | Hold |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $760K | Hold |
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|
2021
Q4 | $779K | Sell |
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|
2021
Q3 | $695K | Hold |
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|
2021
Q2 | $551K | Hold |
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|
2021
Q1 | $482K | Hold |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $310K | Hold |
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|
2020
Q2 | $374K | Hold |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $563K | Buy |
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