AE 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 | $2.28M | Sell |
95,682
-555,206
| -85% | -$13.2M | 0.02% | 504 |
|
|
2025
Q1 | $12.5M | Buy |
650,888
+15,229
| +2% | +$293K | 0.11% | 208 |
|
|
2024
Q4 | $12.9M | Buy |
635,659
+71,737
| +13% | +$1.46M | 0.11% | 202 |
|
|
2024
Q3 | $11.4M | Buy |
563,922
+22,437
| +4% | +$452K | 0.1% | 218 |
|
|
2024
Q2 | $12.1M | Buy |
541,485
+72,564
| +15% | +$1.62M | 0.12% | 199 |
|
|
2024
Q1 | $13.2M | Sell |
468,921
-103,878
| -18% | -$2.92M | 0.15% | 187 |
|
|
2023
Q4 | $15.8M | Sell |
572,799
-12,918
| -2% | -$356K | 0.08% | 286 |
|
|
2023
Q3 | $14.4M | Sell |
585,717
-45,787
| -7% | -$1.13M | 0.09% | 282 |
|
|
2023
Q2 | $16.9M | Sell |
631,504
-37,381
| -6% | -$998K | 0.1% | 238 |
|
|
2023
Q1 | $18M | Buy |
668,885
+128,170
| +24% | +$3.45M | 0.12% | 211 |
|
|
2022
Q4 | $14.3M | Buy |
540,715
+133,757
| +33% | +$3.53M | 0.1% | 236 |
|
|
2022
Q3 | $8.76M | Buy |
406,958
+396,139
| +3,662% | +$8.53M | 0.07% | 307 |
|
|
2022
Q2 | $252K | Buy |
10,819
+1,009
| +10% | +$23.5K | ﹤0.01% | 1506 |
|
|
2022
Q1 | $274K | Sell |
9,810
-87
| -0.9% | -$2.43K | ﹤0.01% | 1449 |
|
|
2021
Q4 | $331K | Sell |
9,897
-935
| -9% | -$31.3K | ﹤0.01% | 1407 |
|
|
2021
Q3 | $322K | Buy |
10,832
+926
| +9% | +$27.5K | ﹤0.01% | 1332 |
|
|
2021
Q2 | $317K | Buy |
9,906
+892
| +10% | +$28.5K | ﹤0.01% | 1320 |
|
|
2021
Q1 | $267K | Sell |
9,014
-856
| -9% | -$25.4K | ﹤0.01% | 1299 |
|
|
2020
Q4 | $247K | Buy |
+9,870
| New | +$247K | ﹤0.01% | 1204 |
|
|
2020
Q3 | – | Sell |
-9,872
| Closed | -$207K | – | 1262 |
|
|
2020
Q2 | $207K | Buy |
+9,872
| New | +$207K | ﹤0.01% | 1139 |
|
|
2017
Q4 | – | Sell |
-20,076
| Closed | -$894K | – | 419 |
|
|
2017
Q3 | $894K | Sell |
20,076
-90
| -0.4% | -$4.01K | 0.08% | 164 |
|
|
2017
Q2 | $903K | Buy |
+20,166
| New | +$903K | 0.11% | 164 |
|