Commonwealth Equity 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
Q2 | $1.25M | Buy |
163,821
+364
| +0.2% | +$2.77K | ﹤0.01% | 2380 |
|
|
2025
Q1 | $1.23M | Sell |
163,457
-88
| -0.1% | -$663 | ﹤0.01% | 2304 |
|
|
2024
Q4 | $1.2M | Sell |
163,545
-2,989
| -2% | -$21.9K | ﹤0.01% | 2257 |
|
|
2024
Q3 | $1.26M | Buy |
166,534
+14,871
| +10% | +$112K | ﹤0.01% | 2165 |
|
|
2024
Q2 | $1.03M | Buy |
151,663
+131,558
| +654% | +$896K | ﹤0.01% | 2261 |
|
|
2024
Q1 | $134K | Buy |
+20,105
| New | +$134K | ﹤0.01% | 3740 |
|