Shaker Financial Services’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.42M | Buy |
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|
2025
Q2 | $4.32M | Buy |
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|
2025
Q1 | $3.54M | Buy |
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|
2024
Q4 | $2.93M | Buy |
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|
2024
Q3 | $2.63M | Sell |
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $3.25M | Buy |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.59M | Buy |
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|
2022
Q4 | $917K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $708K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $622K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.34M | Buy |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $702K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $342K | Buy |
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|
2014
Q3 | $225K | Sell |
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|
2014
Q2 | $249K | Buy |
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|
2014
Q1 | $144K | Hold |
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|
2013
Q4 | $143K | Buy |
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