PFG Investments’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 | $90.3K | Buy |
11,848
+190
| +2% | +$1.45K | 0.01% | 981 |
|
|
2025
Q1 | $87.8K | Buy |
11,658
+191
| +2% | +$1.44K | 0.01% | 946 |
|
|
2024
Q4 | $83.8K | Sell |
11,467
-791
| -6% | -$5.78K | 0.01% | 958 |
|
|
2024
Q3 | $92.7K | Sell |
12,258
-654
| -5% | -$4.94K | 0.01% | 948 |
|
|
2024
Q2 | $87.9K | Buy |
12,912
+71
| +0.6% | +$484 | 0.01% | 881 |
|
|
2024
Q1 | $85.3K | Buy |
+12,841
| New | +$85.3K | 0.01% | 975 |
|