Osaic Holdings’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
$738K Sell
2025
Q1
$848K Sell
2024
Q4
$1.38M Buy
2024
Q3
$1.37M Buy
2024
Q2
$1.1M Sell
2024
Q1
$1.15M Sell
2023
Q4
$1.19M Sell
2023
Q3
$1.25M Buy
2023
Q2
$1.26M Buy
2023
Q1
$1.33M Buy
2022
Q4
$1.23M Sell
2022
Q3
$1.28M Sell
2022
Q2
$1.52M Buy
2022
Q1
$1.2M Buy
2021
Q4
$1.25M Buy
2021
Q3
$1.12M Sell
2021
Q2
$1.15M Buy
2021
Q1
$857K Buy
2020
Q4
$848K Sell
2020
Q3
$880K Sell
2020
Q2
$917K Sell
2020
Q1
$965K Buy