Concourse Financial Group Securities’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 | – | Hold |
0
| – | – | – | 3047 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4517 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4506 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4544 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 4552 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4493 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4438 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 4377 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 4266 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4233 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4032 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 4079 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 4020 |
|
|
2021
Q4 | – | Sell |
-3,481
| Closed | -$28K | – | 4104 |
|
|
2021
Q3 | $28K | Buy |
+3,481
| New | +$28K | ﹤0.01% | 1537 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3913 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3827 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3742 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3589 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3490 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3501 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3456 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3190 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 3488 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 3460 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 3342 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 2953 |
|