Uncommon Cents Investing’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 | $1.38M | Buy |
181,015
+4,390
| +2% | +$33.5K | 0.37% | 83 |
|
2025
Q1 | $1.33M | Buy |
176,625
+4,223
| +2% | +$31.8K | 0.39% | 83 |
|
2024
Q4 | $1.26M | Buy |
172,402
+1,923
| +1% | +$14.1K | 0.38% | 86 |
|
2024
Q3 | $1.29M | Buy |
170,479
+2,048
| +1% | +$15.5K | 0.36% | 85 |
|
2024
Q2 | $1.15M | Buy |
168,431
+3,757
| +2% | +$25.6K | 0.36% | 84 |
|
2024
Q1 | $1.09M | Buy |
164,674
+3,824
| +2% | +$25.4K | 0.33% | 89 |
|
2023
Q4 | $1.07M | Buy |
160,850
+6,510
| +4% | +$43.3K | 0.35% | 86 |
|
2023
Q3 | $980K | Buy |
154,340
+8,129
| +6% | +$51.6K | 0.36% | 83 |
|
2023
Q2 | $984K | Buy |
146,211
+1,820
| +1% | +$12.2K | 0.35% | 85 |
|
2023
Q1 | $1.03M | Buy |
144,391
+2,361
| +2% | +$16.8K | 0.38% | 81 |
|
2022
Q4 | $956K | Buy |
142,030
+8,553
| +6% | +$57.6K | 0.35% | 85 |
|
2022
Q3 | $845K | Buy |
133,477
+2,894
| +2% | +$18.3K | 0.35% | 86 |
|
2022
Q2 | $973K | Buy |
130,583
+9,493
| +8% | +$70.7K | 0.39% | 75 |
|
2022
Q1 | $981K | Buy |
121,090
+15,440
| +15% | +$125K | 0.36% | 80 |
|
2021
Q4 | $894K | Buy |
105,650
+4,334
| +4% | +$36.7K | 0.34% | 83 |
|
2021
Q3 | $822K | Sell |
101,316
-325
| -0.3% | -$2.64K | 0.33% | 84 |
|
2021
Q2 | $842K | Buy |
101,641
+2,750
| +3% | +$22.8K | 0.34% | 82 |
|
2021
Q1 | $742K | Sell |
98,891
-2,445
| -2% | -$18.3K | 0.32% | 82 |
|
2020
Q4 | $759K | Buy |
101,336
+1,240
| +1% | +$9.29K | 0.34% | 77 |
|
2020
Q3 | $683K | Buy |
100,096
+75
| +0.1% | +$512 | 0.35% | 71 |
|
2020
Q2 | $666K | Buy |
100,021
+11,300
| +13% | +$75.2K | 0.37% | 70 |
|
2020
Q1 | $542K | Buy |
88,721
+6,776
| +8% | +$41.4K | 0.34% | 68 |
|
2019
Q4 | $638K | Sell |
81,945
-2,000
| -2% | -$15.6K | 0.32% | 64 |
|
2019
Q3 | $633K | Hold |
83,945
| – | – | 0.41% | 54 |
|
2019
Q2 | $614K | Buy |
83,945
+7,760
| +10% | +$56.8K | 0.4% | 52 |
|
2019
Q1 | $536K | Buy |
+76,185
| New | +$536K | 0.35% | 54 |
|