CGC Financial Services’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
Q1 | – | Sell |
-2,413
| Closed | -$17.6K | – | 344 |
|
|
2024
Q4 | $17.6K | Hold |
2,413
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $18.2K | Hold |
2,413
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $16.4K | Hold |
2,413
| – | – | 0.01% | 169 |
|
|
2024
Q1 | $16K | Hold |
2,413
| – | – | 0.01% | 175 |
|
|
2023
Q4 | $16.1K | Buy |
+2,413
| New | +$16.1K | 0.01% | 184 |
|