Bell Investment Advisors’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 | $2.79K | Buy |
117
+2
| +2% | +$48 | ﹤0.01% | 1224 |
|
|
2025
Q1 | $2.21K | Buy |
115
+2
| +2% | +$39 | ﹤0.01% | 1271 |
|
|
2024
Q4 | $2.29K | Buy |
113
+44
| +64% | +$893 | ﹤0.01% | 1274 |
|
|
2024
Q3 | $1.39K | Sell |
69
-66
| -49% | -$1.33K | ﹤0.01% | 1485 |
|
|
2024
Q2 | $3.02K | Sell |
135
-978
| -88% | -$21.9K | ﹤0.01% | 1173 |
|
|
2024
Q1 | $31.3K | Hold |
1,113
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $33.2K | Sell |
1,113
-27
| -2% | -$804 | 0.01% | 249 |
|
|
2023
Q3 | $28K | Buy |
1,140
+1,034
| +975% | +$25.4K | 0.01% | 252 |
|
|
2023
Q2 | $2.83K | Sell |
106
-19
| -15% | -$508 | ﹤0.01% | 1122 |
|
|
2023
Q1 | $3.37K | Buy |
125
+20
| +19% | +$539 | ﹤0.01% | 983 |
|
|
2022
Q4 | $2.77K | Buy |
105
+39
| +59% | +$1.03K | ﹤0.01% | 1107 |
|
|
2022
Q3 | $1K | Sell |
66
-18
| -21% | -$273 | ﹤0.01% | 1322 |
|
|
2022
Q2 | $2K | Buy |
+84
| New | +$2K | ﹤0.01% | 1093 |
|
|
2021
Q4 | $1K | Sell |
35
-1
| -3% | -$29 | ﹤0.01% | 1350 |
|
|
2021
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1280 |
|