Wedbush Securities’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
Q1 | – | Sell |
-10,800
| Closed | -$79K | – | 1135 |
|
|
2024
Q4 | $79K | Sell |
10,800
-6,720
| -38% | -$49.2K | ﹤0.01% | 1098 |
|
|
2024
Q3 | $132K | Hold |
17,520
| – | – | ﹤0.01% | 1037 |
|
|
2024
Q2 | $119K | Sell |
17,520
-7,010
| -29% | -$47.6K | ﹤0.01% | 1133 |
|
|
2024
Q1 | $163K | Hold |
24,530
| – | – | 0.01% | 1135 |
|
|
2023
Q4 | $163K | Hold |
24,530
| – | – | 0.01% | 990 |
|
|
2023
Q3 | $156K | Hold |
24,530
| – | – | 0.01% | 956 |
|
|
2023
Q2 | $165K | Buy |
24,530
+3,300
| +16% | +$22.2K | 0.01% | 964 |
|
|
2023
Q1 | $151K | Hold |
21,230
| – | – | 0.01% | 980 |
|
|
2022
Q4 | $143K | Sell |
21,230
-4,615
| -18% | -$31.1K | 0.01% | 954 |
|
|
2022
Q3 | $164K | Hold |
25,845
| – | – | 0.01% | 923 |
|
|
2022
Q2 | $193K | Hold |
25,845
| – | – | 0.01% | 935 |
|
|
2022
Q1 | $209K | Hold |
25,845
| – | – | 0.01% | 973 |
|
|
2021
Q4 | $219K | Hold |
25,845
| – | – | 0.01% | 1023 |
|
|
2021
Q3 | $210K | Hold |
25,845
| – | – | 0.01% | 1041 |
|
|
2021
Q2 | $214K | Hold |
25,845
| – | – | 0.01% | 1030 |
|
|
2021
Q1 | $194K | Buy |
25,845
+7,795
| +43% | +$58.5K | 0.01% | 992 |
|
|
2020
Q4 | $135K | Hold |
18,050
| – | – | 0.01% | 816 |
|
|
2020
Q3 | $123K | Hold |
18,050
| – | – | 0.01% | 810 |
|
|
2020
Q2 | $120K | Sell |
18,050
-4,767
| -21% | -$31.7K | 0.01% | 845 |
|
|
2020
Q1 | $139K | Buy |
22,817
+1,445
| +7% | +$8.8K | 0.02% | 738 |
|
|
2019
Q4 | $166K | Sell |
21,372
-2,720
| -11% | -$21.1K | 0.01% | 890 |
|
|
2019
Q3 | $182K | Buy |
24,092
+1,921
| +9% | +$14.5K | 0.02% | 843 |
|
|
2019
Q2 | $162K | Sell |
22,171
-2,227
| -9% | -$16.3K | 0.02% | 862 |
|
|
2019
Q1 | $172K | Buy |
24,398
+15
| +0.1% | +$106 | 0.02% | 804 |
|
|
2018
Q4 | $155K | Hold |
24,383
| – | – | 0.02% | 716 |
|
|
2018
Q3 | $162K | Buy |
24,383
+2,756
| +13% | +$18.3K | 0.02% | 798 |
|
|
2018
Q2 | $144K | Buy |
21,627
+22
| +0.1% | +$146 | 0.02% | 781 |
|
|
2018
Q1 | $146K | Sell |
21,605
-708
| -3% | -$4.78K | 0.02% | 725 |
|
|
2017
Q4 | $160K | Sell |
22,313
-22,722
| -50% | -$163K | 0.02% | 748 |
|
|
2017
Q3 | $327K | Sell |
45,035
-40,293
| -47% | -$293K | 0.04% | 516 |
|
|
2017
Q2 | $610K | Sell |
85,328
-5,653
| -6% | -$40.4K | 0.08% | 314 |
|
|
2017
Q1 | $636K | Buy |
90,981
+6,571
| +8% | +$45.9K | 0.09% | 283 |
|
|
2016
Q4 | $564K | Buy |
84,410
+31,591
| +60% | +$211K | 0.08% | 301 |
|
|
2016
Q3 | $359K | Buy |
52,819
+15,683
| +42% | +$107K | 0.05% | 442 |
|
|
2016
Q2 | $256K | Buy |
37,136
+5,575
| +18% | +$38.4K | 0.04% | 521 |
|
|
2016
Q1 | $197K | Buy |
31,561
+8,814
| +39% | +$55K | 0.03% | 600 |
|
|
2015
Q4 | $130K | Buy |
22,747
+2,834
| +14% | +$16.2K | 0.02% | 625 |
|
|
2015
Q3 | $118K | Buy |
19,913
+971
| +5% | +$5.75K | 0.02% | 609 |
|
|
2015
Q2 | $122K | Buy |
18,942
+8,588
| +83% | +$55.3K | 0.02% | 641 |
|
|
2015
Q1 | $75K | Buy |
+10,354
| New | +$75K | 0.01% | 680 |
|