Anchor Investment 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 | $27.7K | Sell |
1,160
-479
| -29% | -$11.4K | ﹤0.01% | 675 |
|
|
2025
Q1 | $31.5K | Sell |
1,639
-981
| -37% | -$18.9K | ﹤0.01% | 638 |
|
|
2024
Q4 | $53.2K | Buy |
2,620
+16
| +0.6% | +$325 | 0.01% | 562 |
|
|
2024
Q3 | $52.5K | Buy |
2,604
+604
| +30% | +$12.2K | 0.01% | 560 |
|
|
2024
Q2 | $44.7K | Hold |
2,000
| – | – | ﹤0.01% | 535 |
|
|
2024
Q1 | $56.2K | Hold |
2,000
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $59.6K | Hold |
2,000
| – | – | 0.01% | 498 |
|
|
2023
Q3 | $49.2K | Hold |
2,000
| – | – | 0.01% | 507 |
|
|
2023
Q2 | $53.4K | Sell |
2,000
-65
| -3% | -$1.74K | 0.01% | 498 |
|
|
2023
Q1 | $55.6K | Hold |
2,065
| – | – | 0.01% | 516 |
|
|
2022
Q4 | $54.5K | Hold |
2,065
| – | – | 0.01% | 506 |
|
|
2022
Q3 | $44.4K | Hold |
2,065
| – | – | 0.01% | 524 |
|
|
2022
Q2 | $48.1K | Hold |
2,065
| – | – | 0.01% | 540 |
|
|
2022
Q1 | $57.7K | Hold |
2,065
| – | – | 0.01% | 530 |
|
|
2021
Q4 | $69.2K | Hold |
2,065
| – | – | 0.01% | 518 |
|
|
2021
Q3 | $61.4K | Hold |
2,065
| – | – | 0.01% | 496 |
|
|
2021
Q2 | $66.1K | Hold |
2,065
| – | – | 0.01% | 499 |
|
|
2021
Q1 | $61.1K | Sell |
2,065
-6,235
| -75% | -$185K | 0.01% | 489 |
|
|
2020
Q4 | $207K | Sell |
8,300
-1,091
| -12% | -$27.3K | 0.04% | 295 |
|
|
2020
Q3 | $191K | Sell |
9,391
-388
| -4% | -$7.9K | 0.04% | 287 |
|
|
2020
Q2 | $205K | Sell |
9,779
-2,342
| -19% | -$49.1K | 0.05% | 259 |
|
|
2020
Q1 | $202K | Buy |
12,121
+1,661
| +16% | +$27.7K | 0.05% | 239 |
|
|
2019
Q4 | $272K | Sell |
10,460
-694
| -6% | -$18K | 0.06% | 241 |
|
|
2019
Q3 | $322K | Buy |
11,154
+383
| +4% | +$11.1K | 0.07% | 215 |
|
|
2019
Q2 | $375K | Sell |
10,771
-192
| -2% | -$6.68K | 0.09% | 203 |
|
|
2019
Q1 | $363K | Buy |
10,963
+109
| +1% | +$3.61K | 0.09% | 200 |
|
|
2018
Q4 | $322K | Sell |
10,854
-1,559
| -13% | -$46.2K | 0.09% | 204 |
|
|
2018
Q3 | $377K | Sell |
12,413
-60
| -0.5% | -$1.83K | 0.09% | 216 |
|
|
2018
Q2 | $400K | Buy |
12,473
+3,314
| +36% | +$106K | 0.1% | 209 |
|
|
2018
Q1 | $318K | Buy |
9,159
+2,061
| +29% | +$71.5K | 0.08% | 231 |
|
|
2017
Q4 | $308K | Sell |
7,098
-344
| -5% | -$14.9K | 0.08% | 234 |
|
|
2017
Q3 | $331K | Buy |
7,442
+4,580
| +160% | +$204K | 0.1% | 211 |
|
|
2017
Q2 | $128K | Buy |
2,862
+6
| +0.2% | +$269 | 0.04% | 293 |
|
|
2017
Q1 | $120K | Buy |
2,856
+1,201
| +73% | +$50.6K | 0.04% | 297 |
|
|
2016
Q4 | $65.5K | Buy |
1,655
+1
| +0.1% | +$40 | 0.02% | 356 |
|
|
2016
Q3 | $58.8K | Buy |
1,654
+1
| +0.1% | +$36 | 0.02% | 346 |
|
|
2016
Q2 | $55.2K | Buy |
1,653
+1
| +0.1% | +$33 | 0.02% | 343 |
|
|
2016
Q1 | $64.5K | Buy |
+1,652
| New | +$64.5K | 0.03% | 319 |
|