Clear Creek Financial Management’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 | $224K | Buy |
29,453
+3,000
| +11% | +$22.9K | 0.02% | 501 |
|
|
2025
Q1 | $199K | Hold |
26,453
| – | – | 0.02% | 494 |
|
|
2024
Q4 | $193K | Hold |
26,453
| – | – | 0.02% | 449 |
|
|
2024
Q3 | $200K | Hold |
26,453
| – | – | 0.02% | 437 |
|
|
2024
Q2 | $180K | Hold |
26,453
| – | – | 0.02% | 425 |
|
|
2024
Q1 | $176K | Hold |
26,453
| – | – | 0.02% | 405 |
|
|
2023
Q4 | $176K | Hold |
26,453
| – | – | 0.03% | 326 |
|
|
2023
Q3 | $168K | Hold |
26,453
| – | – | 0.03% | 307 |
|
|
2023
Q2 | $178K | Hold |
26,453
| – | – | 0.03% | 309 |
|
|
2023
Q1 | $189K | Buy |
+26,453
| New | +$189K | 0.04% | 284 |
|