Pathstone Holdings’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	$498K	Buy	65,337 +13,300	+26%	+$101K	﹤0.01%	1720
2025 Q1	$390K	Sell	52,037 -2,591	-5%	-$19.4K	﹤0.01%	1823
2024 Q4	$399K	Buy	54,628 +22,433	+70%	+$164K	﹤0.01%	1827
2024 Q3	$243K	Buy	+32,195	New	+$243K	﹤0.01%	2075