Ameritas Investment Partners’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 | $74.7K | Sell |
3,133
-9,326
| -75% | -$222K | ﹤0.01% | 1930 |
|
|
2025
Q1 | $240K | Sell |
12,459
-20,328
| -62% | -$391K | 0.01% | 1160 |
|
|
2024
Q4 | $665K | Sell |
32,787
-2,277
| -6% | -$46.2K | 0.02% | 730 |
|
|
2024
Q3 | $707K | Sell |
35,064
-14,455
| -29% | -$291K | 0.02% | 726 |
|
|
2024
Q2 | $1.11M | Buy |
49,519
+2,282
| +5% | +$51K | 0.04% | 581 |
|
|
2024
Q1 | $1.33M | Buy |
47,237
+92
| +0.2% | +$2.59K | 0.05% | 520 |
|
|
2023
Q4 | $1.4M | Sell |
47,145
-12,738
| -21% | -$379K | 0.05% | 471 |
|
|
2023
Q3 | $1.47M | Buy |
59,883
+6,058
| +11% | +$149K | 0.06% | 391 |
|
|
2023
Q2 | $1.44M | Buy |
53,825
+9,394
| +21% | +$251K | 0.05% | 433 |
|
|
2023
Q1 | $1.2M | Buy |
44,431
+3,100
| +8% | +$83.5K | 0.05% | 508 |
|
|
2022
Q4 | $1.11M | Buy |
41,331
+2,729
| +7% | +$73K | 0.04% | 541 |
|
|
2022
Q3 | $830K | Buy |
38,602
+12,898
| +50% | +$277K | 0.04% | 584 |
|
|
2022
Q2 | $598K | Buy |
25,704
+3,617
| +16% | +$84.1K | 0.03% | 715 |
|
|
2022
Q1 | $615K | Buy |
22,087
+3,610
| +20% | +$101K | 0.02% | 750 |
|
|
2021
Q4 | $618K | Hold |
18,477
| – | – | 0.02% | 759 |
|
|
2021
Q3 | $548K | Buy |
18,477
+3,500
| +23% | +$104K | 0.02% | 769 |
|
|
2021
Q2 | $479K | Sell |
14,977
-7,100
| -32% | -$227K | 0.02% | 806 |
|
|
2021
Q1 | $569K | Sell |
22,077
-691
| -3% | -$17.8K | 0.02% | 749 |
|
|
2020
Q4 | $569K | Buy |
22,768
+6,400
| +39% | +$160K | 0.03% | 733 |
|
|
2020
Q3 | $333K | Hold |
16,368
| – | – | 0.02% | 835 |
|
|
2020
Q2 | $343K | Buy |
16,368
+11,240
| +219% | +$236K | 0.02% | 809 |
|
|
2020
Q1 | $86K | Hold |
5,128
| – | – | ﹤0.01% | 1357 |
|
|
2019
Q4 | $133K | Hold |
5,128
| – | – | 0.01% | 1339 |
|
|
2019
Q3 | $148K | Sell |
5,128
-450
| -8% | -$13K | 0.01% | 1227 |
|
|
2019
Q2 | $193K | Sell |
5,578
-486
| -8% | -$16.8K | 0.01% | 1083 |
|
|
2019
Q1 | $200K | Hold |
6,064
| – | – | 0.01% | 1050 |
|
|
2018
Q4 | $180K | Hold |
6,064
| – | – | 0.01% | 1021 |
|
|
2018
Q3 | $184K | Sell |
6,064
-11,882
| -66% | -$361K | 0.01% | 1135 |
|
|
2018
Q2 | $575K | Sell |
17,946
-562
| -3% | -$18K | 0.03% | 704 |
|
|
2018
Q1 | $640K | Buy |
18,508
+3,196
| +21% | +$111K | 0.03% | 683 |
|
|
2017
Q4 | $645K | Sell |
15,312
-671
| -4% | -$28.3K | 0.03% | 682 |
|
|
2017
Q3 | $700K | Hold |
15,983
| – | – | 0.03% | 658 |
|
|
2017
Q2 | $715K | Hold |
15,983
| – | – | 0.03% | 655 |
|
|
2017
Q1 | $672K | Sell |
15,983
-1,769
| -10% | -$74.4K | 0.03% | 677 |
|
|
2016
Q4 | $702K | Hold |
17,752
| – | – | 0.04% | 658 |
|
|
2016
Q3 | $631K | Buy |
17,752
+10,205
| +135% | +$363K | 0.03% | 669 |
|
|
2016
Q2 | $252K | Hold |
7,547
| – | – | 0.02% | 868 |
|
|
2016
Q1 | $294K | Hold |
7,547
| – | – | 0.02% | 813 |
|
|
2015
Q4 | $277K | Sell |
7,547
-314
| -4% | -$11.5K | 0.02% | 822 |
|
|
2015
Q3 | $292K | Hold |
7,861
| – | – | 0.02% | 780 |
|
|
2015
Q2 | $385K | Hold |
7,861
| – | – | 0.03% | 716 |
|
|
2015
Q1 | $403K | Hold |
7,861
| – | – | 0.03% | 699 |
|
|
2014
Q4 | $434K | Buy |
7,861
+450
| +6% | +$24.8K | 0.03% | 651 |
|
|
2014
Q3 | $405K | Sell |
7,411
-442
| -6% | -$24.2K | 0.03% | 664 |
|
|
2014
Q2 | $454K | Sell |
7,853
-230
| -3% | -$13.3K | 0.03% | 641 |
|
|
2014
Q1 | $438K | Sell |
8,083
-392
| -5% | -$21.2K | 0.03% | 626 |
|
|
2013
Q4 | $489K | Sell |
8,475
-129
| -1% | -$7.44K | 0.04% | 587 |
|
|
2013
Q3 | $435K | Buy |
+8,604
| New | +$435K | 0.04% | 562 |
|