Koshinski Asset Management’s Franklin Universal Trust FT Stock Holding History

Koshinski Asset Management’s Portfolio FT Stock Details FT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.61M	Sell	325,347 -1,097	-0.3%	-$8.91K	0.16%	133
2025 Q4	$2.61M	Sell	326,444 -3,885	-1%	-$31.1K	0.17%	127
2025 Q3	$2.66M	Sell	330,329 -11,707	-3%	-$92.1K	0.18%	124
2025 Q2	$2.61M	Buy	342,036 +365	+0.1%	+$2.7K	0.2%	109
2025 Q1	$2.57M	Sell	341,671 -609	-0.2%	-$4.58K	0.22%	104
2024 Q4	$2.5B	Buy	342,280 +396	+0.1%	+$2.98K	0.21%	99
2024 Q3	$2.58M	Buy	341,884 +359	+0.1%	+$2.56K	0.22%	95
2024 Q2	$2.34M	Sell	341,525 -13,261	-4%	-$89K	0.22%	99
2024 Q1	$2.36M	Sell	354,786 -188,914	-35%	-$1.23M	0.24%	92
2023 Q4	$3.62M	Buy	543,700 +176,355	+48%	+$1.13M	0.55%	37
2023 Q3	$2.33M	Buy	367,345 +29,934	+9%	+$203K	0.27%	85
2023 Q2	$2.27M	Sell	337,411 -198,495	-37%	-$1.35M	0.24%	93
2023 Q1	$3.82M	Buy	535,906 +29,430	+6%	+$207K	0.37%	61
2022 Q4	$3.41M	Buy	506,476 +49,047	+11%	+$327K	0.33%	70
2022 Q3	$2.9M	Sell	457,429 -6,726	-1%	-$51.2K	0.35%	76
2022 Q2	$3.46M	Buy	464,155 +703	+0.2%	+$5.37K	0.34%	73
2022 Q1	$3.75M	Buy	463,452 +1,062	+0.2%	+$8.68K	0.31%	71
2021 Q4	$3.91M	Buy	462,390 +238	+0.1%	+$1.96K	0.32%	66
2021 Q3	$3.75M	Buy	462,152 +170,558	+58%	+$1.44M	0.33%	67
2021 Q2	$2.41M	Sell	291,594 -165,737	-36%	-$1.31M	0.3%	82
2021 Q1	$3.43M	Buy	457,331 +3,313	+0.7%	+$24.7K	0.36%	69
2020 Q4	$3.4M	Sell	454,018 -36,470	-7%	-$260K	0.43%	53
2020 Q3	$3.45K	Buy	490,488 +8,496	+2%	+$59K	0.46%	42
2020 Q2	$3.21M	Sell	481,992 -3,441	-0.7%	-$22.5K	0.52%	46
2020 Q1	$2.97M	Buy	485,433 +513	+0.1%	+$3.79K	0.62%	33
2019 Q4	$3.76M	Sell	484,920 -32,263	-6%	-$246K	0.65%	27
2019 Q3	$3.9M	Buy	517,183 +43,409	+9%	+$321K	2.71%	3
2019 Q2	$3.47M	Sell	473,774 -65,367	-12%	-$461K	1.41%	11
2019 Q1	$3.8K	Buy	539,141 +754	+0.1%	+$5.11K	1.02%	15
2018 Q4	$3.42M	Buy	538,387 +34,466	+7%	+$225K	0.84%	19
2018 Q3	$3.35M	Buy	503,921 +203,566	+68%	+$1.37M	0.48%	51
2018 Q2	$2.01M	Buy	300,355 +112	+0%	+$749	0.61%	37
2018 Q1	$2.03M	Buy	300,243 +6,142	+2%	+$42.4K	0.63%	35
2017 Q4	$2.11M	Sell	294,101 -11,630	-4%	-$84.4K	0.53%	37
2017 Q3	$2.22M	Sell	305,731 -9,555	-3%	-$69K	0.73%	22
2017 Q2	$2.25M	Sell	315,286 -7,524	-2%	-$54K	0.82%	17
2017 Q1	$2.26M	Sell	322,810 -17,580	-5%	-$121K	0.88%	22
2016 Q4	$2.27M	Sell	340,390 -5,530	-2%	-$36.3K	1.13%	11
2016 Q3	$2.35M	Sell	345,920 -9,489	-3%	-$65.4K	1.17%	12
2016 Q2	$2.45M	Sell	355,409 -1,932	-0.5%	-$12.6K	1.33%	11
2016 Q1	$2.23M	Buy	357,341 +85,961	+32%	+$501K	1.44%	10
2015 Q4	$1.55M	Buy	271,380 +74,205	+38%	+$440K	1.09%	19
2015 Q3	$1.27M	Buy	197,175 +20,101	+11%	+$126K	0.81%	26
2015 Q2	$1.14M	Buy	177,074 +11,285	+7%	+$78.6K	0.72%	34
2015 Q1	$1.2M	Buy	165,789 +3,340	+2%	+$24K	0.78%	32
2014 Q4	$1.15M	Buy	+162,449	New	+$1.16M	0.65%	40