SeaCrest Wealth Management’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 | $160K | Buy |
20,976
+337
| +2% | +$2.57K | 0.02% | 595 |
|
|
2025
Q1 | $155K | Buy |
20,639
+326
| +2% | +$2.46K | 0.02% | 634 |
|
|
2024
Q4 | $148K | Buy |
20,313
+325
| +2% | +$2.38K | 0.02% | 632 |
|
|
2024
Q3 | $151K | Buy |
19,988
+327
| +2% | +$2.47K | 0.02% | 627 |
|
|
2024
Q2 | $134K | Buy |
19,661
+348
| +2% | +$2.37K | 0.02% | 592 |
|
|
2024
Q1 | $128K | Buy |
19,313
+350
| +2% | +$2.32K | 0.02% | 586 |
|
|
2023
Q4 | $126K | Buy |
18,963
+468
| +3% | +$3.1K | 0.02% | 602 |
|
|
2023
Q3 | $117K | Buy |
18,495
+322
| +2% | +$2.05K | 0.02% | 597 |
|
|
2023
Q2 | $122K | Buy |
18,173
+313
| +2% | +$2.11K | 0.02% | 602 |
|
|
2023
Q1 | $127K | Buy |
17,860
+446
| +3% | +$3.18K | 0.02% | 604 |
|
|
2022
Q4 | $117K | Buy |
17,414
+309
| +2% | +$2.08K | 0.02% | 606 |
|
|
2022
Q3 | $108K | Buy |
17,105
+780
| +5% | +$4.93K | 0.02% | 598 |
|
|
2022
Q2 | $122K | Sell |
16,325
-257
| -2% | -$1.92K | 0.02% | 783 |
|
|
2022
Q1 | $134K | Buy |
16,582
+328
| +2% | +$2.65K | 0.02% | 683 |
|
|
2021
Q4 | $138K | Sell |
16,254
-2,175
| -12% | -$18.5K | 0.02% | 673 |
|
|
2021
Q3 | $149K | Buy |
18,429
+2,636
| +17% | +$21.3K | 0.02% | 642 |
|
|
2021
Q2 | $131K | Sell |
15,793
-4,630
| -23% | -$38.4K | 0.02% | 666 |
|
|
2021
Q1 | $153K | Buy |
20,423
+185
| +0.9% | +$1.39K | 0.02% | 633 |
|
|
2020
Q4 | $152K | Buy |
20,238
+5,018
| +33% | +$37.7K | 0.02% | 597 |
|
|
2020
Q3 | $104K | Sell |
15,220
-2,218
| -13% | -$15.2K | 0.02% | 562 |
|
|
2020
Q2 | $116K | Buy |
17,438
+2,615
| +18% | +$17.4K | 0.02% | 526 |
|
|
2020
Q1 | $91K | Buy |
14,823
+184
| +1% | +$1.13K | 0.02% | 485 |
|
|
2019
Q4 | $114K | Sell |
14,639
-4,657
| -24% | -$36.3K | 0.02% | 539 |
|
|
2019
Q3 | $145K | Sell |
19,296
-2,240
| -10% | -$16.8K | 0.03% | 517 |
|
|
2019
Q2 | $158K | Buy |
21,536
+7,375
| +52% | +$54.1K | 0.03% | 481 |
|
|
2019
Q1 | $100K | Buy |
14,161
+185
| +1% | +$1.31K | 0.02% | 691 |
|
|
2018
Q4 | $89K | Sell |
13,976
-9,466
| -40% | -$60.3K | 0.02% | 697 |
|
|
2018
Q3 | $156K | Buy |
23,442
+4,007
| +21% | +$26.7K | 0.03% | 590 |
|
|
2018
Q2 | $130K | Buy |
19,435
+5,006
| +35% | +$33.5K | 0.02% | 641 |
|
|
2018
Q1 | $98K | Buy |
14,429
+171
| +1% | +$1.16K | 0.02% | 709 |
|
|
2017
Q4 | $102K | Buy |
+14,258
| New | +$102K | 0.02% | 714 |
|