
FT
Koshinski Asset Management’s Franklin Universal Trust FT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.61M | Buy |
342,036
+365
| +0.1% | +$2.78K | 0.2% | 109 |
|
2025
Q1 | $2.57M | Sell |
341,671
-609
| -0.2% | -$4.59K | 0.22% | 104 |
|
2024
Q4 | $2.5B | Buy |
342,280
+396
| +0.1% | +$2.89M | 0.21% | 99 |
|
2024
Q3 | $2.58M | Buy |
341,884
+359
| +0.1% | +$2.71K | 0.22% | 95 |
|
2024
Q2 | $2.34M | Sell |
341,525
-13,261
| -4% | -$90.8K | 0.22% | 99 |
|
2024
Q1 | $2.36M | Sell |
354,786
-188,914
| -35% | -$1.25M | 0.24% | 92 |
|
2023
Q4 | $3.62M | Buy |
543,700
+176,355
| +48% | +$1.17M | 0.55% | 37 |
|
2023
Q3 | $2.33M | Buy |
367,345
+29,934
| +9% | +$190K | 0.27% | 85 |
|
2023
Q2 | $2.27M | Sell |
337,411
-198,495
| -37% | -$1.34M | 0.24% | 93 |
|
2023
Q1 | $3.82M | Buy |
535,906
+29,430
| +6% | +$210K | 0.37% | 61 |
|
2022
Q4 | $3.41M | Buy |
506,476
+49,047
| +11% | +$330K | 0.33% | 70 |
|
2022
Q3 | $2.9M | Sell |
457,429
-6,726
| -1% | -$42.6K | 0.35% | 76 |
|
2022
Q2 | $3.46M | Buy |
464,155
+703
| +0.2% | +$5.24K | 0.34% | 73 |
|
2022
Q1 | $3.75M | Buy |
463,452
+1,062
| +0.2% | +$8.6K | 0.31% | 71 |
|
2021
Q4 | $3.91M | Buy |
462,390
+238
| +0.1% | +$2.01K | 0.32% | 66 |
|
2021
Q3 | $3.75M | Buy |
462,152
+170,558
| +58% | +$1.38M | 0.33% | 67 |
|
2021
Q2 | $2.41M | Sell |
291,594
-165,737
| -36% | -$1.37M | 0.3% | 82 |
|
2021
Q1 | $3.43M | Buy |
457,331
+3,313
| +0.7% | +$24.8K | 0.36% | 69 |
|
2020
Q4 | $3.4M | Sell |
454,018
-36,470
| -7% | -$273K | 0.43% | 53 |
|
2020
Q3 | $3.45K | Buy |
490,488
+8,496
| +2% | +$60 | 0.46% | 42 |
|
2020
Q2 | $3.21M | Sell |
481,992
-3,441
| -0.7% | -$22.9K | 0.52% | 46 |
|
2020
Q1 | $2.97M | Buy |
485,433
+513
| +0.1% | +$3.13K | 0.62% | 33 |
|
2019
Q4 | $3.76M | Sell |
484,920
-32,263
| -6% | -$250K | 0.65% | 27 |
|
2019
Q3 | $3.9M | Buy |
517,183
+43,409
| +9% | +$327K | 2.71% | 3 |
|
2019
Q2 | $3.47M | Sell |
473,774
-65,367
| -12% | -$478K | 1.41% | 11 |
|
2019
Q1 | $3.8K | Buy |
539,141
+754
| +0.1% | +$5 | 1.02% | 15 |
|
2018
Q4 | $3.42M | Buy |
538,387
+34,466
| +7% | +$219K | 0.84% | 19 |
|
2018
Q3 | $3.35M | Buy |
503,921
+203,566
| +68% | +$1.35M | 0.48% | 51 |
|
2018
Q2 | $2.01M | Buy |
300,355
+112
| +0% | +$748 | 0.61% | 37 |
|
2018
Q1 | $2.03M | Buy |
300,243
+6,142
| +2% | +$41.5K | 0.63% | 35 |
|
2017
Q4 | $2.11M | Sell |
294,101
-11,630
| -4% | -$83.4K | 0.53% | 37 |
|
2017
Q3 | $2.22M | Sell |
305,731
-9,555
| -3% | -$69.5K | 0.73% | 22 |
|
2017
Q2 | $2.25M | Sell |
315,286
-7,524
| -2% | -$53.8K | 0.82% | 17 |
|
2017
Q1 | $2.26M | Sell |
322,810
-17,580
| -5% | -$123K | 0.88% | 22 |
|
2016
Q4 | $2.27M | Sell |
340,390
-5,530
| -2% | -$36.9K | 1.13% | 11 |
|
2016
Q3 | $2.35M | Sell |
345,920
-9,489
| -3% | -$64.5K | 1.17% | 12 |
|
2016
Q2 | $2.45M | Sell |
355,409
-1,932
| -0.5% | -$13.3K | 1.33% | 11 |
|
2016
Q1 | $2.23M | Buy |
357,341
+85,961
| +32% | +$536K | 1.44% | 10 |
|
2015
Q4 | $1.56M | Buy |
271,380
+74,205
| +38% | +$425K | 1.09% | 19 |
|
2015
Q3 | $1.27M | Buy |
197,175
+20,101
| +11% | +$130K | 0.81% | 26 |
|
2015
Q2 | $1.14M | Buy |
177,074
+11,285
| +7% | +$72.8K | 0.72% | 34 |
|
2015
Q1 | $1.2M | Buy |
165,789
+3,340
| +2% | +$24.1K | 0.78% | 32 |
|
2014
Q4 | $1.15M | Buy |
+162,449
| New | +$1.15M | 0.65% | 40 |
|