Apollon 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 | $375K | Sell |
15,709
-11,568
| -42% | -$276K | 0.01% | 922 |
|
|
2025
Q1 | $525K | Buy |
27,277
+2,947
| +12% | +$56.7K | 0.01% | 728 |
|
|
2024
Q4 | $494K | Buy |
+24,330
| New | +$494K | 0.01% | 762 |
|
|
2024
Q2 | – | Sell |
-8,489
| Closed | -$239K | – | 1106 |
|
|
2024
Q1 | $239K | Buy |
8,489
+322
| +4% | +$9.05K | 0.01% | 962 |
|
|
2023
Q4 | $243K | Buy |
+8,167
| New | +$243K | 0.01% | 921 |
|