Clear Creek Financial Management’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 | $237K | Hold |
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|
2025
Q2 | $224K | Buy |
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|
2025
Q1 | $199K | Hold |
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|
2024
Q4 | $193K | Hold |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $180K | Hold |
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|
2024
Q1 | $176K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $168K | Hold |
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|
2023
Q2 | $178K | Hold |
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|
2023
Q1 | $189K | Buy |
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