Ladenburg Thalmann Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.11M | Sell |
140,161
-7,077
| -5% | -$55.9K | 0.01% | 1219 |
|
|
2019
Q3 | $1.11M | Buy |
147,238
+26,662
| +22% | +$201K | 0.01% | 1177 |
|
|
2019
Q2 | $883K | Sell |
120,576
-6,453
| -5% | -$47.3K | 0.01% | 1310 |
|
|
2019
Q1 | $894K | Buy |
127,029
+2,474
| +2% | +$17.4K | 0.01% | 1264 |
|
|
2018
Q4 | $791K | Sell |
124,555
-6,586
| -5% | -$41.8K | 0.01% | 1200 |
|
|
2018
Q3 | $872K | Sell |
131,141
-8,307
| -6% | -$55.2K | 0.01% | 1212 |
|
|
2018
Q2 | $942K | Hold |
139,448
| – | – | 0.01% | 1101 |
|
|
2018
Q1 | $942K | Buy |
139,448
+8,087
| +6% | +$54.6K | 0.01% | 1101 |
|
|
2017
Q4 | $942K | Sell |
131,361
-4,411
| -3% | -$31.6K | 0.01% | 1112 |
|
|
2017
Q3 | $987K | Buy |
135,772
+2,737
| +2% | +$19.9K | 0.01% | 1004 |
|
|
2017
Q2 | $951K | Buy |
133,035
+26,213
| +25% | +$187K | 0.01% | 970 |
|
|
2017
Q1 | $746K | Buy |
106,822
+17,237
| +19% | +$120K | 0.01% | 1055 |
|
|
2016
Q4 | $598K | Buy |
89,585
+4,000
| +5% | +$26.7K | 0.01% | 1156 |
|
|
2016
Q3 | $582K | Buy |
85,585
+6,400
| +8% | +$43.5K | 0.01% | 1102 |
|
|
2016
Q2 | $545K | Buy |
79,185
+23,425
| +42% | +$161K | 0.01% | 1084 |
|
|
2016
Q1 | $347K | Buy |
55,760
+116
| +0.2% | +$722 | 0.01% | 1250 |
|
|
2015
Q4 | $319K | Buy |
55,644
+31,444
| +130% | +$180K | 0.01% | 1283 |
|
|
2015
Q3 | $143K | Hold |
24,200
| – | – | ﹤0.01% | 1732 |
|
|
2015
Q2 | $156K | Buy |
24,200
+1,200
| +5% | +$7.74K | ﹤0.01% | 1788 |
|
|
2015
Q1 | $166K | Buy |
23,000
+2,000
| +10% | +$14.4K | ﹤0.01% | 1715 |
|
|
2014
Q4 | $149K | Buy |
21,000
+4,000
| +24% | +$28.4K | ﹤0.01% | 1634 |
|
|
2014
Q3 | $119K | Sell |
17,000
-700
| -4% | -$4.9K | ﹤0.01% | 1503 |
|
|
2014
Q2 | $133K | Hold |
17,700
| – | – | ﹤0.01% | 1423 |
|
|
2014
Q1 | $127K | Sell |
17,700
-6,994
| -28% | -$50.2K | ﹤0.01% | 1359 |
|
|
2013
Q4 | $171K | Sell |
24,694
-8,003
| -24% | -$55.4K | 0.01% | 1156 |
|
|
2013
Q3 | $223K | Buy |
32,697
+260
| +0.8% | +$1.77K | 0.01% | 967 |
|
|
2013
Q2 | $222K | Buy |
+32,437
| New | +$222K | 0.01% | 934 |
|