Steward Partners Investment Advisory’s Franchise Group, Inc. FRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,800
| Closed | -$51.6K | – | 3475 |
|
|
2023
Q2 | $51.6K | Sell |
1,800
-43,835
| -96% | -$1.26M | ﹤0.01% | 1868 |
|
|
2023
Q1 | $1.24M | Buy |
45,635
+5,352
| +13% | +$146K | 0.02% | 625 |
|
|
2022
Q4 | $960K | Sell |
40,283
-11,337
| -22% | -$270K | 0.02% | 679 |
|
|
2022
Q3 | $1.25M | Buy |
51,620
+158
| +0.3% | +$3.84K | 0.02% | 549 |
|
|
2022
Q2 | $1.81M | Sell |
51,462
-15,593
| -23% | -$547K | 0.03% | 454 |
|
|
2022
Q1 | $2.78M | Buy |
67,055
+2,777
| +4% | +$115K | 0.04% | 383 |
|
|
2021
Q4 | $3.35M | Buy |
64,278
+27,632
| +75% | +$1.44M | 0.05% | 347 |
|
|
2021
Q3 | $1.3M | Sell |
36,646
-2,181
| -6% | -$77.3K | 0.02% | 583 |
|
|
2021
Q2 | $1.37M | Buy |
38,827
+32,792
| +543% | +$1.16M | 0.02% | 566 |
|
|
2021
Q1 | $218K | Buy |
+6,035
| New | +$218K | ﹤0.01% | 1257 |
|