UBS Group’s Franklin Financial Services FRAF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$129K Sell
3,726
-2,709
-42% -$93.8K ﹤0.01% 5769
2025
Q1
$228K Buy
6,435
+298
+5% +$10.6K ﹤0.01% 5222
2024
Q4
$183K Sell
6,137
-1,511
-20% -$45.2K ﹤0.01% 5302
2024
Q3
$230K Buy
7,648
+6,760
+761% +$204K ﹤0.01% 4593
2024
Q2
$25.1K Buy
888
+56
+7% +$1.58K ﹤0.01% 6004
2024
Q1
$21.8K Buy
832
+127
+18% +$3.33K ﹤0.01% 5720
2023
Q4
$22.2K Hold
705
﹤0.01% 5840
2023
Q3
$20.1K Hold
705
﹤0.01% 5667
2023
Q2
$19.6K Hold
705
﹤0.01% 5808
2023
Q1
$20.9K Sell
705
-400
-36% -$11.9K ﹤0.01% 5951
2022
Q4
$39.9K Buy
1,105
+334
+43% +$12.1K ﹤0.01% 5813
2022
Q3
$24K Buy
771
+66
+9% +$2.05K ﹤0.01% 6052
2022
Q2
$21K Sell
705
-206
-23% -$6.14K ﹤0.01% 5773
2022
Q1
$31K Buy
911
+95
+12% +$3.23K ﹤0.01% 5926
2021
Q4
$27K Sell
816
-343
-30% -$11.3K ﹤0.01% 6378
2021
Q3
$36K Sell
1,159
-113
-9% -$3.51K ﹤0.01% 5476
2021
Q2
$41K Sell
1,272
-82
-6% -$2.64K ﹤0.01% 5539
2021
Q1
$42K Buy
1,354
+183
+16% +$5.68K ﹤0.01% 5714
2020
Q4
$32K Buy
1,171
+341
+41% +$9.32K ﹤0.01% 5568
2020
Q3
$18K Sell
830
-1,106
-57% -$24K ﹤0.01% 5516
2020
Q2
$50K Sell
1,936
-1,588
-45% -$41K ﹤0.01% 5018
2020
Q1
$96K Sell
3,524
-2,306
-40% -$62.8K ﹤0.01% 4468
2019
Q4
$225K Buy
5,830
+1,177
+25% +$45.4K ﹤0.01% 4533
2019
Q3
$165K Buy
4,653
+3,106
+201% +$110K ﹤0.01% 4502
2019
Q2
$59K Buy
+1,547
New +$59K ﹤0.01% 4914