Abundance Wealth Counselors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
33,550
-175
| -0.5% | -$4.17K | 0.15% | 104 |
|
|
2025
Q1 | $649K | Buy |
33,725
+4,810
| +17% | +$92.6K | 0.14% | 108 |
|
|
2024
Q4 | $587K | Sell |
28,915
-1,519
| -5% | -$30.8K | 0.13% | 109 |
|
|
2024
Q3 | $613K | Buy |
+30,434
| New | +$613K | 0.13% | 107 |
|
|
2024
Q2 | – | Sell |
-26,298
| Closed | -$739K | – | 75 |
|
|
2024
Q1 | $739K | Buy |
26,298
+2,012
| +8% | +$56.5K | 0.17% | 90 |
|
|
2023
Q4 | $723K | Buy |
24,286
+1,515
| +7% | +$45.1K | 0.19% | 86 |
|
|
2023
Q3 | $560K | Buy |
+22,771
| New | +$560K | 0.16% | 91 |
|
|
2023
Q2 | – | Sell |
-28,852
| Closed | -$777K | – | 75 |
|
|
2023
Q1 | $777K | Buy |
28,852
+624
| +2% | +$16.8K | 0.2% | 75 |
|
|
2022
Q4 | $745K | Buy |
28,228
+470
| +2% | +$12.4K | 0.2% | 75 |
|
|
2022
Q3 | $597K | Buy |
27,758
+1,698
| +7% | +$36.5K | 0.17% | 79 |
|
|
2022
Q2 | $607K | Buy |
26,060
+3,055
| +13% | +$71.2K | 0.16% | 84 |
|
|
2022
Q1 | $642K | Buy |
23,005
+7,182
| +45% | +$200K | 0.17% | 79 |
|
|
2021
Q4 | $530K | Buy |
+15,823
| New | +$530K | 0.14% | 78 |
|
|
2021
Q3 | – | Sell |
-12,131
| Closed | -$388K | – | 53 |
|
|
2021
Q2 | $388K | Buy |
12,131
+7,490
| +161% | +$240K | 0.1% | 81 |
|
|
2021
Q1 | $137K | Buy |
+4,641
| New | +$137K | 0.03% | 92 |
|