Wolverine Asset Management’s Franklin Universal Trust FT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139K | Buy |
+17,402
| New | +$141K | ﹤0.01% | 1139 |
|
|
2025
Q3 | – | Sell |
-4,584
| Closed | -$34.9K | – | 1738 |
|
|
2025
Q2 | $34.9K | Buy |
+4,584
| New | +$33.9K | ﹤0.01% | 1251 |
|
|
2024
Q4 | – | Sell |
-100,329
| Closed | -$758K | – | 1742 |
|
|
2024
Q3 | $758K | Sell |
100,329
-45,309
| -31% | -$324K | 0.01% | 768 |
|
|
2024
Q2 | $992K | Buy |
145,638
+5,192
| +4% | +$34.9K | 0.02% | 673 |
|
|
2024
Q1 | $933K | Buy |
140,446
+69,617
| +98% | +$454K | 0.02% | 670 |
|
|
2023
Q4 | $471K | Buy |
70,829
+69,166
| +4,159% | +$443K | 0.01% | 897 |
|
|
2023
Q3 | $10.6K | Buy |
+1,663
| New | +$11.3K | ﹤0.01% | 1461 |
|
|
2023
Q1 | – | Sell |
-118,854
| Closed | -$800K | – | 2003 |
|
|
2022
Q4 | $800K | Buy |
118,854
+83,017
| +232% | +$554K | 0.01% | 803 |
|
|
2022
Q3 | $226K | Buy |
+35,837
| New | +$273K | ﹤0.01% | 1211 |
|
|
2021
Q2 | – | Sell |
-82,901
| Closed | -$621K | – | 2273 |
|
|
2021
Q1 | $621K | Buy |
82,901
+9,173
| +12% | +$68.4K | 0.01% | 827 |
|
|
2020
Q4 | $552K | Buy |
73,728
+47,433
| +180% | +$338K | 0.01% | 815 |
|
|
2020
Q3 | $179K | Buy |
+26,295
| New | +$183K | ﹤0.01% | 1017 |
|
|
2019
Q3 | – | Sell |
-26,810
| Closed | -$196K | – | 1494 |
|
|
2019
Q2 | $196K | Sell |
26,810
-45,447
| -63% | -$320K | ﹤0.01% | 1037 |
|
|
2019
Q1 | $508K | Buy |
+72,257
| New | +$489K | 0.01% | 845 |
|
|
2018
Q4 | – | Sell |
-89,219
| Closed | -$593K | – | 1685 |
|
|
2018
Q3 | $593K | Buy |
89,219
+30,364
| +52% | +$205K | 0.01% | 973 |
|
|
2018
Q2 | $393K | Buy |
58,855
+55,974
| +1,943% | +$375K | 0.01% | 990 |
|
|
2018
Q1 | $19K | Buy |
+2,881
| New | +$19.9K | ﹤0.01% | 1346 |
|
|
2014
Q4 | – | Sell |
-13,496
| Closed | -$94K | – | 2386 |
|
|
2014
Q3 | $94K | Buy |
13,496
+1,261
| +10% | +$9.22K | ﹤0.01% | 1325 |
|
|
2014
Q2 | $92K | Sell |
12,235
-8,866
| -42% | -$65.7K | ﹤0.01% | 1183 |
|
|
2014
Q1 | $151K | Buy |
+21,101
| New | +$150K | ﹤0.01% | 968 |
|
|
2013
Q3 | – | Sell |
-82,268
| Closed | -$561K | – | 2824 |
|
|
2013
Q2 | $561K | Buy |
+82,268
| New | +$609K | 0.02% | 691 |
|
Other funds holding FT
AAM
UCI
HWAM
