AIMZ Investment Advisors’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 | $1.91M | Sell |
80,002
-114
| -0.1% | -$2.72K | 0.64% | 52 |
|
|
2025
Q1 | $1.54M | Sell |
80,116
-540
| -0.7% | -$10.4K | 0.54% | 62 |
|
|
2024
Q4 | $1.64M | Sell |
80,656
-8,146
| -9% | -$165K | 0.57% | 55 |
|
|
2024
Q3 | $1.79M | Sell |
88,802
-474
| -0.5% | -$9.55K | 0.61% | 49 |
|
|
2024
Q2 | $2M | Sell |
89,276
-1,179
| -1% | -$26.4K | 0.72% | 43 |
|
|
2024
Q1 | $2.54M | Sell |
90,455
-1,480
| -2% | -$41.6K | 0.95% | 36 |
|
|
2023
Q4 | $2.74M | Sell |
91,935
-1,977
| -2% | -$58.9K | 1.11% | 31 |
|
|
2023
Q3 | $2.31M | Sell |
93,912
-431
| -0.5% | -$10.6K | 1.03% | 35 |
|
|
2023
Q2 | $2.52M | Sell |
94,343
-180
| -0.2% | -$4.81K | 1.08% | 32 |
|
|
2023
Q1 | $2.55M | Sell |
94,523
-982
| -1% | -$26.5K | 1.14% | 33 |
|
|
2022
Q4 | $2.52M | Sell |
95,505
-6,776
| -7% | -$179K | 1.19% | 33 |
|
|
2022
Q3 | $2.2M | Sell |
102,281
-1,279
| -1% | -$27.5K | 1.11% | 35 |
|
|
2022
Q2 | $2.41M | Buy |
103,560
+18
| +0% | +$420 | 1.16% | 33 |
|
|
2022
Q1 | $2.89M | Sell |
103,542
-3,086
| -3% | -$86.2K | 1.19% | 28 |
|
|
2021
Q4 | $3.57M | Buy |
106,628
+1,916
| +2% | +$64.2K | 1.39% | 23 |
|
|
2021
Q3 | $3.11M | Sell |
104,712
-1,544
| -1% | -$45.9K | 1.4% | 21 |
|
|
2021
Q2 | $3.4M | Sell |
106,256
-35
| -0% | -$1.12K | 1.52% | 19 |
|
|
2021
Q1 | $3.15M | Sell |
106,291
-465
| -0.4% | -$13.8K | 1.54% | 20 |
|
|
2020
Q4 | $2.67M | Buy |
106,756
+343
| +0.3% | +$8.57K | 1.4% | 24 |
|
|
2020
Q3 | $2.17M | Sell |
106,413
-1,839
| -2% | -$37.4K | 1.3% | 30 |
|
|
2020
Q2 | $2.27M | Buy |
108,252
+1,908
| +2% | +$40K | 1.47% | 24 |
|
|
2020
Q1 | $1.78M | Buy |
106,344
+5,238
| +5% | +$87.4K | 1.38% | 30 |
|
|
2019
Q4 | $2.63M | Buy |
101,106
+238
| +0.2% | +$6.18K | 1.7% | 20 |
|
|
2019
Q3 | $2.91M | Sell |
100,868
-271
| -0.3% | -$7.82K | 2% | 18 |
|
|
2019
Q2 | $3.52M | Buy |
101,139
+28
| +0% | +$975 | 2.43% | 10 |
|
|
2019
Q1 | $3.35M | Buy |
101,111
+182
| +0.2% | +$6.03K | 2.3% | 14 |
|
|
2018
Q4 | $2.99M | Sell |
100,929
-620
| -0.6% | -$18.4K | 2.31% | 13 |
|
|
2018
Q3 | $3.09M | Buy |
101,549
+68,465
| +207% | +$2.08M | 1.99% | 15 |
|
|
2018
Q2 | $1.06M | Sell |
33,084
-137
| -0.4% | -$4.39K | 0.75% | 51 |
|
|
2018
Q1 | $1.15M | Sell |
33,221
-90
| -0.3% | -$3.12K | 0.84% | 49 |
|
|
2017
Q4 | $1.44M | Sell |
33,311
-392
| -1% | -$17K | 1.08% | 37 |
|
|
2017
Q3 | $1.5M | Sell |
33,703
-141
| -0.4% | -$6.28K | 1.23% | 34 |
|
|
2017
Q2 | $1.52M | Sell |
33,844
-42
| -0.1% | -$1.88K | 1.27% | 29 |
|
|
2017
Q1 | $1.43M | Sell |
33,886
-141
| -0.4% | -$5.94K | 1.2% | 31 |
|
|
2016
Q4 | $1.35M | Sell |
34,027
-270
| -0.8% | -$10.7K | 1.2% | 33 |
|
|
2016
Q3 | $1.22M | Buy |
34,297
+9
| +0% | +$320 | 1.09% | 35 |
|
|
2016
Q2 | $1.14M | Sell |
34,288
-216
| -0.6% | -$7.21K | 1.05% | 42 |
|
|
2016
Q1 | $1.35M | Sell |
34,504
-290
| -0.8% | -$11.3K | 0.59% | 55 |
|
|
2015
Q4 | $1.28M | Sell |
34,794
-693
| -2% | -$25.5K | 1.17% | 33 |
|
|
2015
Q3 | $1.32M | Buy |
+35,487
| New | +$1.32M | 1.21% | 33 |
|