Tower Research Capital (TRC)’s Franklin Covey FC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.6K | Buy |
2,827
+1,984
| +235% | +$32.7K | ﹤0.01% | 2843 |
|
|
2025
Q4 | $14.1K | Buy |
843
+67
| +9% | +$1.12K | ﹤0.01% | 3366 |
|
|
2025
Q3 | $15.1K | Sell |
776
-776
| -50% | -$15.4K | ﹤0.01% | 3563 |
|
|
2025
Q2 | $35.4K | Buy |
1,552
+355
| +30% | +$7.85K | ﹤0.01% | 3268 |
|
|
2025
Q1 | $33.1K | Sell |
1,197
-959
| -44% | -$31.7K | ﹤0.01% | 2543 |
|
|
2024
Q4 | $81K | Buy |
2,156
+1,802
| +509% | +$69.2K | ﹤0.01% | 2280 |
|
|
2024
Q3 | $14.6K | Sell |
354
-1,719
| -83% | -$68.9K | ﹤0.01% | 3455 |
|
|
2024
Q2 | $78.8K | Buy |
2,073
+1,716
| +481% | +$64.5K | ﹤0.01% | 2760 |
|
|
2024
Q1 | $14K | Sell |
357
-3,422
| -91% | -$136K | ﹤0.01% | 3345 |
|
|
2023
Q4 | $165K | Buy |
3,779
+3,239
| +600% | +$128K | ﹤0.01% | 2254 |
|
|
2023
Q3 | $23.2K | Sell |
540
-228
| -30% | -$10.1K | ﹤0.01% | 3243 |
|
|
2023
Q2 | $33.5K | Sell |
768
-882
| -53% | -$32.6K | ﹤0.01% | 2924 |
|
|
2023
Q1 | $63K | Sell |
1,650
-1,333
| -45% | -$61.5K | ﹤0.01% | 2294 |
|
|
2022
Q4 | $139K | Buy |
2,983
+1,908
| +177% | +$93.1K | 0.01% | 1573 |
|
|
2022
Q3 | $49K | Buy |
1,075
+799
| +289% | +$39.5K | ﹤0.01% | 3166 |
|
|
2022
Q2 | $13K | Sell |
276
-872
| -76% | -$34.7K | ﹤0.01% | 4206 |
|
|
2022
Q1 | $52K | Sell |
1,148
-3,110
| -73% | -$144K | ﹤0.01% | 2687 |
|
|
2021
Q4 | $198K | Sell |
4,258
-6,999
| -62% | -$310K | ﹤0.01% | 1779 |
|
|
2021
Q3 | $459K | Buy |
11,257
+9,456
| +525% | +$364K | 0.01% | 1046 |
|
|
2021
Q2 | $59K | Sell |
1,801
-9,132
| -84% | -$282K | ﹤0.01% | 2887 |
|
|
2021
Q1 | $310K | Buy |
10,933
+6,567
| +150% | +$172K | 0.01% | 1645 |
|
|
2020
Q4 | $98K | Sell |
4,366
-10,815
| -71% | -$225K | ﹤0.01% | 2368 |
|
|
2020
Q3 | $269K | Buy |
15,181
+6,156
| +68% | +$118K | ﹤0.01% | 2279 |
|
|
2020
Q2 | $193K | Buy |
+9,025
| New | +$183K | 0.01% | 1814 |
|
|
2020
Q1 | – | Sell |
-278
| Closed | -$9K | – | 3284 |
|
|
2019
Q4 | $9K | Sell |
278
-602
| -68% | -$21.8K | ﹤0.01% | 2381 |
|
|
2019
Q3 | $31K | Buy |
+880
| New | +$31.7K | ﹤0.01% | 2164 |
|
|
2019
Q2 | – | Sell |
-582
| Closed | -$15K | – | 3859 |
|
|
2019
Q1 | $15K | Sell |
582
-687
| -54% | -$17.1K | ﹤0.01% | 2433 |
|
|
2018
Q4 | $28K | Buy |
1,269
+637
| +101% | +$14.2K | ﹤0.01% | 1672 |
|
|
2018
Q3 | $14K | Sell |
632
-1,813
| -74% | -$45.2K | ﹤0.01% | 2551 |
|
|
2018
Q2 | $60K | Sell |
2,445
-3,286
| -57% | -$88.3K | ﹤0.01% | 1740 |
|
|
2018
Q1 | $154K | Buy |
5,731
+4,750
| +484% | +$129K | 0.01% | 1008 |
|
|
2017
Q4 | $20K | Sell |
981
-284
| -22% | -$5.57K | ﹤0.01% | 2063 |
|
|
2017
Q3 | $25K | Buy |
1,265
+1,165
| +1,165% | +$21.7K | ﹤0.01% | 2580 |
|
|
2017
Q2 | $2K | Buy |
+100
| New | +$2.06K | ﹤0.01% | 2327 |
|
|
2016
Q4 | – | Sell |
-291
| Closed | -$5K | – | 3974 |
|
|
2016
Q3 | $5K | Buy |
+291
| New | +$4.7K | ﹤0.01% | 2540 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 4346 |
|
|
2015
Q4 | $2K | Sell |
100
-402
| -80% | -$6.42K | ﹤0.01% | 3716 |
|
|
2015
Q3 | $8K | Sell |
502
-1,270
| -72% | -$21.9K | ﹤0.01% | 2467 |
|
|
2015
Q2 | $36K | Sell |
1,772
-2,145
| -55% | -$41.9K | ﹤0.01% | 1617 |
|
|
2015
Q1 | $76K | Buy |
3,917
+3,397
| +653% | +$61.1K | 0.01% | 1127 |
|
|
2014
Q4 | $10K | Sell |
520
-870
| -63% | -$16.8K | ﹤0.01% | 2145 |
|
|
2014
Q3 | $27K | Sell |
1,390
-722
| -34% | -$13.9K | ﹤0.01% | 2059 |
|
|
2014
Q2 | $42K | Sell |
2,112
-5,087
| -71% | -$106K | 0.01% | 1384 |
|
|
2014
Q1 | $142K | Buy |
7,199
+5,439
| +309% | +$110K | 0.02% | 538 |
|
|
2013
Q4 | $35K | Buy |
1,760
+876
| +99% | +$17.1K | 0.01% | 1716 |
|
|
2013
Q3 | $16K | Buy |
884
+231
| +35% | +$3.7K | ﹤0.01% | 2860 |
|
|
2013
Q2 | $9K | Buy |
+653
| New | +$9.05K | ﹤0.01% | 2442 |
|
Other funds holding FC
RA
RHJA
VCM
