Royal Bank of Canada’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 | $137K | Hold |
17,920
| – | – | ﹤0.01% | 5083 |
|
|
2025
Q1 | $135K | Sell |
17,920
-800
| -4% | -$6.03K | ﹤0.01% | 4654 |
|
|
2024
Q4 | $137K | Sell |
18,720
-76
| -0.4% | -$556 | ﹤0.01% | 4671 |
|
|
2024
Q3 | $142K | Sell |
18,796
-2,488
| -12% | -$18.8K | ﹤0.01% | 4638 |
|
|
2024
Q2 | $145K | Sell |
21,284
-2,026
| -9% | -$13.8K | ﹤0.01% | 4630 |
|
|
2024
Q1 | $155K | Buy |
23,310
+2,514
| +12% | +$16.7K | ﹤0.01% | 4466 |
|
|
2023
Q4 | $138K | Hold |
20,796
| – | – | ﹤0.01% | 4874 |
|
|
2023
Q3 | $132K | Hold |
20,796
| – | – | ﹤0.01% | 4686 |
|
|
2023
Q2 | $140K | Sell |
20,796
-2,472
| -11% | -$16.6K | ﹤0.01% | 4633 |
|
|
2023
Q1 | $166K | Buy |
23,268
+1,500
| +7% | +$10.7K | ﹤0.01% | 4410 |
|
|
2022
Q4 | $146K | Buy |
21,768
+2,000
| +10% | +$13.4K | ﹤0.01% | 4703 |
|
|
2022
Q3 | $125K | Buy |
19,768
+441
| +2% | +$2.79K | ﹤0.01% | 4677 |
|
|
2022
Q2 | $144K | Buy |
19,327
+2,483
| +15% | +$18.5K | ﹤0.01% | 4611 |
|
|
2022
Q1 | $136K | Sell |
16,844
-32,683
| -66% | -$264K | ﹤0.01% | 4940 |
|
|
2021
Q4 | $419K | Sell |
49,527
-29,533
| -37% | -$250K | ﹤0.01% | 4130 |
|
|
2021
Q3 | $641K | Buy |
79,060
+2,288
| +3% | +$18.6K | ﹤0.01% | 3671 |
|
|
2021
Q2 | $636K | Buy |
76,772
+3,520
| +5% | +$29.2K | ﹤0.01% | 3633 |
|
|
2021
Q1 | $549K | Buy |
73,252
+718
| +1% | +$5.38K | ﹤0.01% | 3659 |
|
|
2020
Q4 | $543K | Sell |
72,534
-2,538
| -3% | -$19K | ﹤0.01% | 3577 |
|
|
2020
Q3 | $512K | Sell |
75,072
-7,037
| -9% | -$48K | ﹤0.01% | 3393 |
|
|
2020
Q2 | $547K | Sell |
82,109
-5,996
| -7% | -$39.9K | ﹤0.01% | 3287 |
|
|
2020
Q1 | $538K | Sell |
88,105
-148
| -0.2% | -$904 | ﹤0.01% | 3117 |
|
|
2019
Q4 | $687K | Sell |
88,253
-3,764
| -4% | -$29.3K | ﹤0.01% | 3207 |
|
|
2019
Q3 | $694K | Sell |
92,017
-1,401
| -1% | -$10.6K | ﹤0.01% | 3097 |
|
|
2019
Q2 | $684K | Sell |
93,418
-1,978
| -2% | -$14.5K | ﹤0.01% | 3122 |
|
|
2019
Q1 | $672K | Buy |
95,396
+948
| +1% | +$6.68K | ﹤0.01% | 3015 |
|
|
2018
Q4 | $600K | Buy |
94,448
+496
| +0.5% | +$3.15K | ﹤0.01% | 3025 |
|
|
2018
Q3 | $625K | Buy |
93,952
+6,617
| +8% | +$44K | ﹤0.01% | 3185 |
|
|
2018
Q2 | $583K | Sell |
87,335
-4,899
| -5% | -$32.7K | ﹤0.01% | 3144 |
|
|
2018
Q1 | $623K | Sell |
92,234
-39,345
| -30% | -$266K | ﹤0.01% | 2992 |
|
|
2017
Q4 | $943K | Sell |
131,579
-40,230
| -23% | -$288K | ﹤0.01% | 2666 |
|
|
2017
Q3 | $1.25M | Buy |
171,809
+2,778
| +2% | +$20.2K | ﹤0.01% | 2484 |
|
|
2017
Q2 | $1.21M | Buy |
169,031
+7,482
| +5% | +$53.5K | ﹤0.01% | 2434 |
|
|
2017
Q1 | $1.13M | Buy |
161,549
+38,275
| +31% | +$267K | ﹤0.01% | 2488 |
|
|
2016
Q4 | $823K | Buy |
123,274
+6,708
| +6% | +$44.8K | ﹤0.01% | 2682 |
|
|
2016
Q3 | $793K | Buy |
116,566
+1,625
| +1% | +$11.1K | ﹤0.01% | 2677 |
|
|
2016
Q2 | $791K | Sell |
114,941
-4,742
| -4% | -$32.6K | ﹤0.01% | 2719 |
|
|
2016
Q1 | $747K | Sell |
119,683
-5,943
| -5% | -$37.1K | ﹤0.01% | 2779 |
|
|
2015
Q4 | $720K | Sell |
125,626
-5,237
| -4% | -$30K | ﹤0.01% | 2819 |
|
|
2015
Q3 | $773K | Sell |
130,863
-27,290
| -17% | -$161K | ﹤0.01% | 2599 |
|
|
2015
Q2 | $1.02M | Sell |
158,153
-1,800
| -1% | -$11.6K | ﹤0.01% | 2486 |
|
|
2015
Q1 | $1.16M | Buy |
159,953
+3,000
| +2% | +$21.7K | ﹤0.01% | 2347 |
|
|
2014
Q4 | $1.11M | Sell |
156,953
-2,565
| -2% | -$18.2K | ﹤0.01% | 2362 |
|
|
2014
Q3 | $1.12M | Buy |
159,518
+650
| +0.4% | +$4.56K | ﹤0.01% | 2325 |
|
|
2014
Q2 | $1.2M | Buy |
158,868
+1,050
| +0.7% | +$7.9K | ﹤0.01% | 2297 |
|
|
2014
Q1 | $1.14M | Buy |
157,818
+11,000
| +7% | +$79.1K | ﹤0.01% | 2265 |
|
|
2013
Q4 | $1.02M | Buy |
146,818
+19,600
| +15% | +$136K | ﹤0.01% | 2319 |
|
|
2013
Q3 | $869K | Buy |
127,218
+2,660
| +2% | +$18.2K | ﹤0.01% | 2424 |
|
|
2013
Q2 | $851K | Buy |
+124,558
| New | +$851K | ﹤0.01% | 2229 |
|