Sowell Financial Services’s Franklin Limited Duration Income Trust FTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
24,613
| – | – | 0.01% | 987 |
|
|
2025
Q1 | $159K | Buy |
+24,613
| New | +$159K | 0.01% | 948 |
|
|
2023
Q2 | – | Sell |
-28,193
| Closed | -$174K | – | 648 |
|
|
2023
Q1 | $174K | Buy |
+28,193
| New | +$174K | 0.01% | 699 |
|
|
2022
Q1 | – | Sell |
-53,910
| Closed | -$494K | – | 276 |
|
|
2021
Q4 | $494K | Sell |
53,910
-8,346
| -13% | -$76.5K | 0.03% | 436 |
|
|
2021
Q3 | $571K | Buy |
62,256
+2,028
| +3% | +$18.6K | 0.04% | 376 |
|
|
2021
Q2 | $559K | Buy |
60,228
+31,935
| +113% | +$296K | 0.04% | 404 |
|
|
2021
Q1 | $263K | Buy |
+28,293
| New | +$263K | 0.01% | 901 |
|
|
2018
Q1 | – | Sell |
-26,269
| Closed | -$312K | – | 284 |
|
|
2017
Q4 | $312K | Sell |
26,269
-4,055
| -13% | -$48.2K | 0.08% | 209 |
|
|
2017
Q3 | $361K | Sell |
30,324
-2,705
| -8% | -$32.2K | 0.09% | 175 |
|
|
2017
Q2 | $392K | Buy |
33,029
+8,712
| +36% | +$103K | 0.11% | 160 |
|
|
2017
Q1 | $291K | Buy |
+24,317
| New | +$291K | 0.09% | 193 |
|