Cetera Investment Advisers’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 | $565K | Buy |
74,184
+185
| +0.3% | +$1.41K | ﹤0.01% | 2861 |
|
|
2025
Q1 | $557K | Sell |
73,999
-5,610
| -7% | -$42.2K | ﹤0.01% | 2752 |
|
|
2024
Q4 | $582K | Sell |
79,609
-4,177
| -5% | -$30.5K | ﹤0.01% | 2563 |
|
|
2024
Q3 | $633K | Sell |
83,786
-7,301
| -8% | -$55.2K | ﹤0.01% | 2463 |
|
|
2024
Q2 | $620K | Buy |
91,087
+3,108
| +4% | +$21.2K | ﹤0.01% | 2431 |
|
|
2024
Q1 | $584K | Buy |
87,979
+12,730
| +17% | +$84.5K | ﹤0.01% | 2482 |
|
|
2023
Q4 | $500K | Buy |
+75,249
| New | +$500K | ﹤0.01% | 1491 |
|
|
2022
Q2 | – | Sell |
-16,672
| Closed | -$135K | – | 1860 |
|
|
2022
Q1 | $135K | Buy |
16,672
+2,743
| +20% | +$22.2K | ﹤0.01% | 1776 |
|
|
2021
Q4 | $118K | Buy |
13,929
+1,049
| +8% | +$8.89K | ﹤0.01% | 1782 |
|
|
2021
Q3 | $104K | Buy |
+12,880
| New | +$104K | ﹤0.01% | 1733 |
|
|
2021
Q1 | – | Sell |
-11,758
| Closed | -$88K | – | 1625 |
|
|
2020
Q4 | $88K | Buy |
+11,758
| New | +$88K | ﹤0.01% | 1526 |
|