NewEdge Advisors’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
Q2 | $102K | Sell |
|
|||||
|
2025
Q1 | $106K | Sell |
|
|||||
|
2024
Q4 | $119K | Sell |
|
|||||
|
2024
Q3 | $127K | Sell |
|
|||||
|
2024
Q2 | $115K | Buy |
|
|||||
|
2024
Q1 | $102K | Buy |
|
|||||
|
2023
Q4 | $72.9K | Sell |
|
|||||
|
2023
Q3 | $88.3K | Sell |
|
|||||
|
2023
Q2 | $141K | Buy |
|
|||||
|
2023
Q1 | $130K | Sell |
|
|||||
|
2022
Q4 | $143K | Buy |
|
|||||
|
2022
Q3 | $127K | Buy |
|
|||||
|
2022
Q2 | $145K | Buy |
|
|||||
|
2022
Q1 | $130K | Buy |
|
|||||
|
2021
Q4 | $118K | Buy |
|