Parallel 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
2024
Q2
Sell
-2,800
Closed -$18.6K 3339
2024
Q1
$18.6K Hold
2,800
﹤0.01% 2020
2023
Q4
$18.6K Hold
2,800
﹤0.01% 1990
2023
Q3
$17.8K Hold
2,800
﹤0.01% 1907
2023
Q2
$18.8K Hold
2,800
﹤0.01% 1883
2023
Q1
$20K Hold
2,800
﹤0.01% 1833
2022
Q4
$18.8K Hold
2,800
﹤0.01% 1733
2022
Q3
$18K Hold
2,800
﹤0.01% 1707
2022
Q2
$21K Hold
2,800
﹤0.01% 1632
2022
Q1
$23K Hold
2,800
﹤0.01% 1649
2021
Q4
$24K Hold
2,800
﹤0.01% 1684
2021
Q3
$23K Hold
2,800
﹤0.01% 1639
2021
Q2
$23K Hold
2,800
﹤0.01% 1585
2021
Q1
$21K Hold
2,800
﹤0.01% 1540
2020
Q4
$21K Hold
2,800
﹤0.01% 1433
2020
Q3
$19K Hold
2,800
﹤0.01% 1443
2020
Q2
$18K Hold
2,800
﹤0.01% 1455
2020
Q1
$17K Hold
2,800
﹤0.01% 1365
2019
Q4
$22K Hold
2,800
﹤0.01% 1350
2019
Q3
$21K Hold
2,800
﹤0.01% 1321
2019
Q2
$20K Hold
2,800
﹤0.01% 1275
2019
Q1
$20K Hold
2,800
﹤0.01% 1214
2018
Q4
$17K Hold
2,800
﹤0.01% 1115
2018
Q3
$19K Hold
2,800
﹤0.01% 1156
2018
Q2
$18K Hold
2,800
﹤0.01% 1090
2018
Q1
$19K Hold
2,800
﹤0.01% 1014
2017
Q4
$20K Hold
2,800
﹤0.01% 1017
2017
Q3
$20K Hold
2,800
﹤0.01% 998
2017
Q2
$20K Hold
2,800
﹤0.01% 1009
2017
Q1
$20K Hold
2,800
﹤0.01% 956
2016
Q4
$19K Buy
+2,800
New +$19K ﹤0.01% 869