LPL Financial’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.5M | Sell |
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|
2025
Q2 | $5.22M | Buy |
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|
2025
Q1 | $4.72M | Sell |
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|
2024
Q4 | $4.77M | Buy |
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|
2024
Q3 | $4.92M | Buy |
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|
2024
Q2 | $4.34M | Buy |
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|
2024
Q1 | $3.91M | Buy |
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|
2023
Q4 | $3.39M | Buy |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $586K | Buy |
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|
2022
Q2 | $649K | Buy |
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|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $579K | Buy |
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|
2021
Q2 | $568K | Buy |
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|
2021
Q1 | $498K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $118K | Sell |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $128K | Buy |
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|
2019
Q3 | $119K | Hold |
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|
2019
Q2 | $116K | Sell |
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|
2019
Q1 | $137K | Sell |
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|
2018
Q4 | $157K | Buy |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $146K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $357K | Buy |
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|
2016
Q3 | $262K | Sell |
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|
2016
Q2 | $305K | Sell |
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|
2016
Q1 | $565K | Buy |
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|
2015
Q4 | $509K | Buy |
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|
2015
Q3 | $266K | Sell |
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|
2015
Q2 | $309K | Buy |
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|
2015
Q1 | $325K | Sell |
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|
2014
Q4 | $389K | Buy |
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|
2014
Q3 | $330K | Buy |
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|
2014
Q2 | $331K | Sell |
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|
2014
Q1 | $344K | Sell |
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|
2013
Q4 | $342K | Buy |
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|
2013
Q3 | $327K | Sell |
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|
2013
Q2 | $369K | Buy |
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