Activest Wealth Management’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 | $4.58K | Sell |
192
-154
| -45% | -$3.67K | ﹤0.01% | 563 |
|
|
2025
Q1 | $6.66K | Buy |
346
+219
| +172% | +$4.22K | ﹤0.01% | 468 |
|
|
2024
Q4 | $2.58K | Buy |
127
+6
| +5% | +$122 | ﹤0.01% | 419 |
|
|
2024
Q3 | $2.43K | Buy |
121
+2
| +2% | +$40 | ﹤0.01% | 420 |
|
|
2024
Q2 | $2.67K | Buy |
119
+1
| +0.8% | +$22 | ﹤0.01% | 381 |
|
|
2024
Q1 | $3.33K | Buy |
118
+4
| +4% | +$113 | ﹤0.01% | 283 |
|
|
2023
Q4 | $3.41K | Buy |
114
+1
| +0.9% | +$30 | ﹤0.01% | 252 |
|
|
2023
Q3 | $2.78K | Sell |
113
-23
| -17% | -$566 | ﹤0.01% | 254 |
|
|
2023
Q2 | $3.68K | Buy |
136
+6
| +5% | +$162 | ﹤0.01% | 245 |
|
|
2023
Q1 | $3.41K | Buy |
+130
| New | +$3.41K | ﹤0.01% | 233 |
|
|
2022
Q3 | – | Sell |
-82
| Closed | -$2K | – | 452 |
|
|
2022
Q2 | $2K | Buy |
82
+6
| +8% | +$146 | ﹤0.01% | 320 |
|
|
2022
Q1 | $2K | Buy |
76
+70
| +1,167% | +$1.84K | ﹤0.01% | 297 |
|
|
2021
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $1K | Sell |
6
-19
| -76% | -$3.17K | ﹤0.01% | 304 |
|
|
2021
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 278 |
|