LPL Financial’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 | $5.22M | Buy |
685,398
+59,168
| +9% | +$451K | ﹤0.01% | 2257 |
|
|
2025
Q1 | $4.72M | Sell |
626,230
-26,305
| -4% | -$198K | ﹤0.01% | 2192 |
|
|
2024
Q4 | $4.77M | Buy |
652,535
+2,245
| +0.3% | +$16.4K | ﹤0.01% | 2113 |
|
|
2024
Q3 | $4.92M | Buy |
650,290
+12,819
| +2% | +$96.9K | ﹤0.01% | 1999 |
|
|
2024
Q2 | $4.34M | Buy |
637,471
+48,995
| +8% | +$334K | ﹤0.01% | 1970 |
|
|
2024
Q1 | $3.91M | Buy |
588,476
+78,671
| +15% | +$522K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $3.39M | Buy |
509,805
+163,118
| +47% | +$1.08M | ﹤0.01% | 1959 |
|
|
2023
Q3 | $2.2M | Buy |
346,687
+127,982
| +59% | +$813K | ﹤0.01% | 2211 |
|
|
2023
Q2 | $1.47M | Buy |
218,705
+83,317
| +62% | +$561K | ﹤0.01% | 2508 |
|
|
2023
Q1 | $965K | Buy |
135,388
+24,397
| +22% | +$174K | ﹤0.01% | 2775 |
|
|
2022
Q4 | $747K | Buy |
110,991
+18,372
| +20% | +$124K | ﹤0.01% | 2878 |
|
|
2022
Q3 | $586K | Buy |
92,619
+5,454
| +6% | +$34.5K | ﹤0.01% | 2994 |
|
|
2022
Q2 | $649K | Buy |
87,165
+9,019
| +12% | +$67.2K | ﹤0.01% | 2951 |
|
|
2022
Q1 | $633K | Buy |
78,146
+5,102
| +7% | +$41.3K | ﹤0.01% | 3004 |
|
|
2021
Q4 | $618K | Buy |
73,044
+1,683
| +2% | +$14.2K | ﹤0.01% | 3082 |
|
|
2021
Q3 | $579K | Buy |
71,361
+2,795
| +4% | +$22.7K | ﹤0.01% | 3069 |
|
|
2021
Q2 | $568K | Buy |
68,566
+2,100
| +3% | +$17.4K | ﹤0.01% | 3044 |
|
|
2021
Q1 | $498K | Buy |
66,466
+14,097
| +27% | +$106K | ﹤0.01% | 3014 |
|
|
2020
Q4 | $392K | Buy |
52,369
+35,009
| +202% | +$262K | ﹤0.01% | 2959 |
|
|
2020
Q3 | $118K | Sell |
17,360
-318
| -2% | -$2.16K | ﹤0.01% | 3312 |
|
|
2020
Q2 | $118K | Sell |
17,678
-1,281
| -7% | -$8.55K | ﹤0.01% | 3242 |
|
|
2020
Q1 | $116K | Buy |
18,959
+2,510
| +15% | +$15.4K | ﹤0.01% | 2959 |
|
|
2019
Q4 | $128K | Buy |
16,449
+650
| +4% | +$5.06K | ﹤0.01% | 3174 |
|
|
2019
Q3 | $119K | Hold |
15,799
| – | – | ﹤0.01% | 3121 |
|
|
2019
Q2 | $116K | Sell |
15,799
-3,615
| -19% | -$26.5K | ﹤0.01% | 3124 |
|
|
2019
Q1 | $137K | Sell |
19,414
-5,370
| -22% | -$37.9K | ﹤0.01% | 3015 |
|
|
2018
Q4 | $157K | Buy |
24,784
+840
| +4% | +$5.32K | ﹤0.01% | 2866 |
|
|
2018
Q3 | $159K | Buy |
23,944
+2,064
| +9% | +$13.7K | ﹤0.01% | 3039 |
|
|
2018
Q2 | $146K | Buy |
+21,880
| New | +$146K | ﹤0.01% | 3036 |
|
|
2017
Q2 | – | Sell |
-33,185
| Closed | -$232K | – | 2862 |
|
|
2017
Q1 | $232K | Sell |
33,185
-20,195
| -38% | -$141K | ﹤0.01% | 2389 |
|
|
2016
Q4 | $357K | Buy |
53,380
+14,133
| +36% | +$94.5K | ﹤0.01% | 2031 |
|
|
2016
Q3 | $262K | Sell |
39,247
-4,773
| -11% | -$31.9K | ﹤0.01% | 2223 |
|
|
2016
Q2 | $305K | Sell |
44,020
-47,730
| -52% | -$331K | ﹤0.01% | 2060 |
|
|
2016
Q1 | $565K | Buy |
91,750
+2,168
| +2% | +$13.4K | ﹤0.01% | 2080 |
|
|
2015
Q4 | $509K | Buy |
89,582
+43,948
| +96% | +$250K | ﹤0.01% | 2175 |
|
|
2015
Q3 | $266K | Sell |
45,634
-1,929
| -4% | -$11.2K | ﹤0.01% | 2289 |
|
|
2015
Q2 | $309K | Buy |
47,563
+2,109
| +5% | +$13.7K | ﹤0.01% | 2280 |
|
|
2015
Q1 | $325K | Sell |
45,454
-9,270
| -17% | -$66.3K | ﹤0.01% | 2183 |
|
|
2014
Q4 | $389K | Buy |
54,724
+7,859
| +17% | +$55.9K | ﹤0.01% | 1958 |
|
|
2014
Q3 | $330K | Buy |
46,865
+2,941
| +7% | +$20.7K | ﹤0.01% | 2094 |
|
|
2014
Q2 | $331K | Sell |
43,924
-3,968
| -8% | -$29.9K | ﹤0.01% | 2124 |
|
|
2014
Q1 | $344K | Sell |
47,892
-1,342
| -3% | -$9.64K | ﹤0.01% | 2041 |
|
|
2013
Q4 | $342K | Buy |
49,234
+1,164
| +2% | +$8.09K | ﹤0.01% | 2015 |
|
|
2013
Q3 | $327K | Sell |
48,070
-5,913
| -11% | -$40.2K | ﹤0.01% | 1945 |
|
|
2013
Q2 | $369K | Buy |
+53,983
| New | +$369K | ﹤0.01% | 1764 |
|