Arax Advisory 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 | $35.9K | Buy |
+257
| New | +$35.9K | ﹤0.01% | 1390 |
|
|
2025
Q1 | – | Sell |
-594
| Closed | -$12.1K | – | 2701 |
|
|
2024
Q4 | $12.1K | Buy |
+594
| New | +$12.1K | ﹤0.01% | 1419 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$809 | – | 1272 |
|
|
2023
Q1 | $809 | Sell |
30
-2
| -6% | -$54 | ﹤0.01% | 1134 |
|
|
2022
Q4 | $844 | Buy |
+32
| New | +$844 | ﹤0.01% | 1111 |
|
|
2022
Q1 | – | Sell |
-378
| Closed | -$13K | – | 1153 |
|
|
2021
Q4 | $13K | Buy |
378
+147
| +64% | +$5.06K | ﹤0.01% | 619 |
|
|
2021
Q3 | $7K | Buy |
231
+125
| +118% | +$3.79K | ﹤0.01% | 700 |
|
|
2021
Q2 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 802 |
|