Stratos Wealth Partners’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	$127K	Hold	16,700	–	–	﹤0.01%	1373
2025 Q1	$126K	Sell	16,700 -2,600	-13%	-$19.6K	﹤0.01%	1308
2024 Q4	$141K	Hold	19,300	–	–	﹤0.01%	1382
2024 Q3	$146K	Hold	19,300	–	–	﹤0.01%	1367
2024 Q2	$131K	Sell	19,300 -200	-1%	-$1.36K	﹤0.01%	1310
2024 Q1	$129K	Hold	19,500	–	–	﹤0.01%	1326
2023 Q4	$130K	Hold	19,500	–	–	﹤0.01%	1311
2023 Q3	$124K	Hold	19,500	–	–	﹤0.01%	1217
2023 Q2	$131K	Buy	19,500 +200	+1%	+$1.35K	﹤0.01%	1137
2023 Q1	$138K	Sell	19,300 -200	-1%	-$1.43K	﹤0.01%	1068
2022 Q4	$131K	Hold	19,500	–	–	﹤0.01%	1082
2022 Q3	$123K	Hold	19,500	–	–	﹤0.01%	1063
2022 Q2	$145K	Buy	19,500 +200	+1%	+$1.49K	﹤0.01%	1115
2022 Q1	$156K	Buy	19,300 +200	+1%	+$1.62K	﹤0.01%	1202
2021 Q4	$162K	Hold	19,100	–	–	﹤0.01%	1197
2021 Q3	$155K	Buy	19,100 +200	+1%	+$1.62K	﹤0.01%	1124
2021 Q2	$156K	Hold	18,900	–	–	﹤0.01%	1137
2021 Q1	$142K	Hold	18,900	–	–	﹤0.01%	1072
2020 Q4	$142K	Hold	18,900	–	–	﹤0.01%	1027
2020 Q3	$129K	Hold	18,900	–	–	﹤0.01%	956
2020 Q2	$126K	Hold	18,900	–	–	﹤0.01%	939
2020 Q1	$115K	Hold	18,900	–	–	0.01%	851
2019 Q4	$147K	Hold	18,900	–	–	0.01%	936
2019 Q3	$143K	Hold	18,900	–	–	0.01%	906
2019 Q2	$138K	Hold	18,900	–	–	0.01%	907
2019 Q1	$133K	Hold	18,900	–	–	0.01%	886
2018 Q4	$120K	Hold	18,900	–	–	0.01%	827
2018 Q3	$126K	Hold	18,900	–	–	0.01%	1027
2018 Q2	$126K	Sell	18,900 -6,500	-26%	-$43.3K	0.01%	932
2018 Q1	$172K	Hold	25,400	–	–	0.01%	967
2017 Q4	$182K	Hold	25,400	–	–	0.01%	921
2017 Q3	$185K	Hold	25,400	–	–	0.01%	863
2017 Q2	$182K	Hold	25,400	–	–	0.01%	772
2017 Q1	$178K	Buy	+25,400	New	+$178K	0.01%	742