Cambridge Investment Research Advisors’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Buy |
21,410
+151
| +0.7% | +$1.15K | ﹤0.01% | 3394 |
|
|
2025
Q1 | $160K | Buy |
21,259
+3,286
| +18% | +$24.7K | ﹤0.01% | 3260 |
|
|
2024
Q4 | $131K | Buy |
17,973
+815
| +5% | +$5.94K | ﹤0.01% | 3280 |
|
|
2024
Q3 | $130K | Buy |
17,158
+421
| +3% | +$3.19K | ﹤0.01% | 3227 |
|
|
2024
Q2 | $114K | Buy |
16,737
+156
| +0.9% | +$1.06K | ﹤0.01% | 3140 |
|
|
2024
Q1 | $110K | Buy |
16,581
+159
| +1% | +$1.06K | ﹤0.01% | 3143 |
|
|
2023
Q4 | $109K | Buy |
16,422
+158
| +1% | +$1.05K | ﹤0.01% | 3022 |
|
|
2023
Q3 | $103K | Buy |
16,264
+147
| +0.9% | +$931 | ﹤0.01% | 2960 |
|
|
2023
Q2 | $108K | Buy |
16,117
+145
| +0.9% | +$972 | ﹤0.01% | 2989 |
|
|
2023
Q1 | $114K | Sell |
15,972
-1,165
| -7% | -$8.32K | ﹤0.01% | 2948 |
|
|
2022
Q4 | $115K | Buy |
17,137
+205
| +1% | +$1.38K | ﹤0.01% | 2884 |
|
|
2022
Q3 | $107K | Buy |
16,932
+125
| +0.7% | +$790 | ﹤0.01% | 2841 |
|
|
2022
Q2 | $125K | Sell |
16,807
-871
| -5% | -$6.48K | ﹤0.01% | 2827 |
|
|
2022
Q1 | $143K | Buy |
17,678
+202
| +1% | +$1.63K | ﹤0.01% | 2957 |
|
|
2021
Q4 | $148K | Buy |
17,476
+120
| +0.7% | +$1.02K | ﹤0.01% | 2967 |
|
|
2021
Q3 | $141K | Buy |
17,356
+113
| +0.7% | +$918 | ﹤0.01% | 2897 |
|
|
2021
Q2 | $143K | Buy |
17,243
+101
| +0.6% | +$838 | ﹤0.01% | 2907 |
|
|
2021
Q1 | $129K | Sell |
17,142
-835
| -5% | -$6.28K | ﹤0.01% | 2724 |
|
|
2020
Q4 | $135K | Sell |
17,977
-833
| -4% | -$6.26K | ﹤0.01% | 2559 |
|
|
2020
Q3 | $128K | Sell |
18,810
-224
| -1% | -$1.52K | ﹤0.01% | 2351 |
|
|
2020
Q2 | $127K | Buy |
19,034
+104
| +0.5% | +$694 | ﹤0.01% | 2284 |
|
|
2020
Q1 | $116K | Buy |
18,930
+89
| +0.5% | +$545 | ﹤0.01% | 2085 |
|
|
2019
Q4 | $147K | Buy |
18,841
+411
| +2% | +$3.21K | ﹤0.01% | 2270 |
|
|
2019
Q3 | $139K | Buy |
18,430
+89
| +0.5% | +$671 | ﹤0.01% | 2191 |
|
|
2019
Q2 | $134K | Sell |
18,341
-7,908
| -30% | -$57.8K | ﹤0.01% | 2069 |
|
|
2019
Q1 | $185K | Buy |
26,249
+11,209
| +75% | +$79K | ﹤0.01% | 2091 |
|
|
2018
Q4 | $96K | Buy |
+15,040
| New | +$96K | ﹤0.01% | 2041 |
|
|
2018
Q1 | – | Sell |
-11,681
| Closed | -$84K | – | 2183 |
|
|
2017
Q4 | $84K | Buy |
11,681
+82
| +0.7% | +$590 | ﹤0.01% | 2039 |
|
|
2017
Q3 | $84K | Buy |
11,599
+81
| +0.7% | +$587 | ﹤0.01% | 1932 |
|
|
2017
Q2 | $82K | Buy |
11,518
+81
| +0.7% | +$577 | ﹤0.01% | 1859 |
|
|
2017
Q1 | $80K | Buy |
11,437
+83
| +0.7% | +$581 | ﹤0.01% | 1710 |
|
|
2016
Q4 | $76K | Buy |
+11,354
| New | +$76K | ﹤0.01% | 1604 |
|