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 |
|