Ashton Thomas Private Wealth’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 | – | Sell |
-41,489
| Closed | -$812K | – | 830 |
|
|
2025
Q1 | $812K | Buy |
41,489
+12,052
| +41% | +$236K | 0.03% | 430 |
|
|
2024
Q4 | $607K | Buy |
+29,437
| New | +$607K | 0.02% | 491 |
|
|
2023
Q3 | – | Sell |
-20,789
| Closed | -$555K | – | 563 |
|
|
2023
Q2 | $555K | Buy |
20,789
+168
| +0.8% | +$4.49K | 0.04% | 383 |
|
|
2023
Q1 | $556K | Sell |
20,621
-22,057
| -52% | -$594K | 0.05% | 349 |
|
|
2022
Q4 | $1.13M | Buy |
42,678
+2,992
| +8% | +$78.9K | 0.11% | 216 |
|
|
2022
Q3 | $854K | Sell |
39,686
-21,122
| -35% | -$455K | 0.1% | 234 |
|
|
2022
Q2 | $1.42M | Buy |
+60,808
| New | +$1.42M | 0.15% | 170 |
|
|
2020
Q1 | – | Sell |
-26,900
| Closed | -$699K | – | 211 |
|
|
2019
Q4 | $699K | Sell |
26,900
-378
| -1% | -$9.82K | 0.23% | 113 |
|
|
2019
Q3 | $787K | Sell |
27,278
-6,348
| -19% | -$183K | 0.33% | 78 |
|
|
2019
Q2 | $1.17M | Buy |
33,626
+6,043
| +22% | +$210K | 0.45% | 59 |
|
|
2019
Q1 | $914K | Buy |
+27,583
| New | +$914K | 0.38% | 67 |
|