Cetera Investment Advisers’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $788K | Buy |
|
|||||
|
2025
Q2 | $565K | Buy |
|
|||||
|
2025
Q1 | $557K | Sell |
|
|||||
|
2024
Q4 | $582K | Sell |
|
|||||
|
2024
Q3 | $633K | Sell |
|
|||||
|
2024
Q2 | $620K | Buy |
|
|||||
|
2024
Q1 | $584K | Buy |
|
|||||
|
2023
Q4 | $500K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $135K | Buy |
|
|||||
|
2021
Q4 | $118K | Buy |
|
|||||
|
2021
Q3 | $104K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $88K | Buy |
|