NewEdge Advisors’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 | $102K | Sell |
13,338
-674
| -5% | -$5.14K | ﹤0.01% | 2418 |
|
|
2025
Q1 | $106K | Sell |
14,012
-2,274
| -14% | -$17.1K | ﹤0.01% | 2278 |
|
|
2024
Q4 | $119K | Sell |
16,286
-475
| -3% | -$3.47K | ﹤0.01% | 2228 |
|
|
2024
Q3 | $127K | Sell |
16,761
-175
| -1% | -$1.32K | ﹤0.01% | 2124 |
|
|
2024
Q2 | $115K | Buy |
16,936
+1,527
| +10% | +$10.4K | ﹤0.01% | 2077 |
|
|
2024
Q1 | $102K | Buy |
15,409
+4,109
| +36% | +$27.3K | ﹤0.01% | 2059 |
|
|
2023
Q4 | $72.9K | Sell |
11,300
-2,600
| -19% | -$16.8K | ﹤0.01% | 2081 |
|
|
2023
Q3 | $88.3K | Sell |
13,900
-7,000
| -33% | -$44.5K | ﹤0.01% | 1883 |
|
|
2023
Q2 | $141K | Buy |
20,900
+1,700
| +9% | +$11.4K | ﹤0.01% | 1744 |
|
|
2023
Q1 | $130K | Sell |
19,200
-2,100
| -10% | -$14.2K | ﹤0.01% | 1664 |
|
|
2022
Q4 | $143K | Buy |
21,300
+1,300
| +7% | +$8.75K | ﹤0.01% | 1302 |
|
|
2022
Q3 | $127K | Buy |
20,000
+500
| +3% | +$3.18K | ﹤0.01% | 1423 |
|
|
2022
Q2 | $145K | Buy |
19,500
+3,400
| +21% | +$25.3K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $130K | Buy |
16,100
+2,200
| +16% | +$17.8K | ﹤0.01% | 1059 |
|
|
2021
Q4 | $118K | Buy |
+13,900
| New | +$118K | ﹤0.01% | 1579 |
|