HighTower Advisors’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 | $139K | Buy |
18,261
+28
| +0.2% | +$213 | ﹤0.01% | 3373 |
|
|
2025
Q1 | $137K | Sell |
18,233
-6,911
| -27% | -$52K | ﹤0.01% | 3269 |
|
|
2024
Q4 | $184K | Sell |
25,144
-3,660
| -13% | -$26.8K | ﹤0.01% | 3195 |
|
|
2024
Q3 | $218K | Buy |
28,804
+1,354
| +5% | +$10.2K | ﹤0.01% | 3061 |
|
|
2024
Q2 | $179K | Buy |
+27,450
| New | +$179K | ﹤0.01% | 3038 |
|