Raymond James Financial’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
$486K Buy
63,780
+1,455
+2% +$11.1K ﹤0.01% 4005
2025
Q1
$469K Sell
62,325
-21,686
-26% -$163K ﹤0.01% 3943
2024
Q4
$614K Buy
+84,011
New +$614K ﹤0.01% 3757