Raymond James Trust’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
Q3 | $79.3K | Buy |
+10,484
| New | +$79.3K | ﹤0.01% | 1294 |
|
|
2020
Q2 | – | Sell |
-10,689
| Closed | -$65K | – | 935 |
|
|
2020
Q1 | $65K | Hold |
10,689
| – | – | ﹤0.01% | 797 |
|
|
2019
Q4 | $83K | Hold |
10,689
| – | – | ﹤0.01% | 940 |
|
|
2019
Q3 | $81K | Hold |
10,689
| – | – | ﹤0.01% | 917 |
|
|
2019
Q2 | $78K | Hold |
10,689
| – | – | ﹤0.01% | 891 |
|
|
2019
Q1 | $75K | Hold |
10,689
| – | – | ﹤0.01% | 860 |
|
|
2018
Q4 | $68K | Hold |
10,689
| – | – | ﹤0.01% | 807 |
|
|
2018
Q3 | $71K | Buy |
+10,689
| New | +$71K | ﹤0.01% | 879 |
|