United Capital Financial Advisors’s Franklin Financial Network, Inc. FSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,125
| Closed | -$346K | – | 1396 |
|
|
2018
Q4 | $346K | Sell |
13,125
-13,125
| -50% | -$346K | ﹤0.01% | 1023 |
|
|
2018
Q3 | $1.03M | Buy |
+26,250
| New | +$1.03M | 0.01% | 776 |
|
|
2018
Q2 | – | Sell |
-52,500
| Closed | -$1.71M | – | 1375 |
|
|
2018
Q1 | $1.71M | Hold |
52,500
| – | – | 0.01% | 637 |
|
|
2017
Q4 | $1.79M | Hold |
52,500
| – | – | 0.01% | 623 |
|
|
2017
Q3 | $1.87M | Sell |
52,500
-26
| -0% | -$927 | 0.02% | 591 |
|
|
2017
Q2 | $2.17M | Hold |
52,526
| – | – | 0.02% | 548 |
|
|
2017
Q1 | $2.04M | Hold |
52,526
| – | – | 0.02% | 563 |
|
|
2016
Q4 | $2.2M | Hold |
52,526
| – | – | 0.02% | 543 |
|
|
2016
Q3 | $1.96M | Hold |
52,526
| – | – | 0.02% | 594 |
|
|
2016
Q2 | $1.63M | Buy |
52,526
+26
| +0% | +$806 | 0.02% | 605 |
|
|
2016
Q1 | $1.42M | Hold |
52,500
| – | – | 0.02% | 612 |
|
|
2015
Q4 | $1.65M | Hold |
52,500
| – | – | 0.02% | 579 |
|
|
2015
Q3 | $1.17M | Hold |
52,500
| – | – | 0.01% | 649 |
|
|
2015
Q2 | $1.2M | Hold |
52,500
| – | – | 0.01% | 691 |
|
|
2015
Q1 | $1.08M | Buy |
+52,500
| New | +$1.08M | 0.01% | 704 |
|