Boyar Asset 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 | $272K | Sell |
11,398
-3,100
| -21% | -$73.9K | 0.18% | 68 |
|
|
2025
Q1 | $279K | Hold |
14,498
| – | – | 0.2% | 68 |
|
|
2024
Q4 | $294K | Sell |
14,498
-2,273
| -14% | -$46.1K | 0.19% | 67 |
|
|
2024
Q3 | $338K | Sell |
16,771
-1,086
| -6% | -$21.9K | 0.22% | 65 |
|
|
2024
Q2 | $399K | Sell |
17,857
-12,359
| -41% | -$276K | 0.27% | 57 |
|
|
2024
Q1 | $849K | Hold |
30,216
| – | – | 0.55% | 40 |
|
|
2023
Q4 | $900K | Sell |
30,216
-245
| -0.8% | -$7.3K | 0.68% | 38 |
|
|
2023
Q3 | $749K | Sell |
30,461
-2,000
| -6% | -$49.2K | 0.59% | 39 |
|
|
2023
Q2 | $867K | Sell |
32,461
-599
| -2% | -$16K | 0.64% | 40 |
|
|
2023
Q1 | $891K | Sell |
33,060
-5,577
| -14% | -$150K | 0.69% | 38 |
|
|
2022
Q4 | $1.02M | Sell |
38,637
-5,257
| -12% | -$139K | 0.83% | 30 |
|
|
2022
Q3 | $945K | Buy |
43,894
+2,900
| +7% | +$62.4K | 0.78% | 34 |
|
|
2022
Q2 | $956K | Sell |
40,994
-1,369
| -3% | -$31.9K | 0.79% | 33 |
|
|
2022
Q1 | $1.18M | Buy |
42,363
+493
| +1% | +$13.8K | 0.76% | 33 |
|
|
2021
Q4 | $1.4M | Sell |
41,870
-500
| -1% | -$16.7K | 0.84% | 32 |
|
|
2021
Q3 | $1.26M | Sell |
42,370
-986
| -2% | -$29.3K | 0.83% | 33 |
|
|
2021
Q2 | $1.39M | Hold |
43,356
| – | – | 0.89% | 33 |
|
|
2021
Q1 | $1.28M | Buy |
43,356
+1
| +0% | +$30 | 0.87% | 35 |
|
|
2020
Q4 | $1.08M | Buy |
43,355
+4,420
| +11% | +$110K | 0.82% | 35 |
|
|
2020
Q3 | $792K | Sell |
38,935
-1,019
| -3% | -$20.7K | 0.67% | 38 |
|
|
2020
Q2 | $838K | Buy |
39,954
+2,765
| +7% | +$58K | 0.78% | 35 |
|
|
2020
Q1 | $621K | Buy |
37,189
+14,972
| +67% | +$250K | 0.7% | 36 |
|
|
2019
Q4 | $577K | Buy |
22,217
+1,464
| +7% | +$38K | 0.42% | 47 |
|
|
2019
Q3 | $599K | Buy |
20,753
+729
| +4% | +$21K | 0.45% | 46 |
|
|
2019
Q2 | $697K | Sell |
20,024
-1,513
| -7% | -$52.7K | 0.51% | 45 |
|
|
2019
Q1 | $714K | Buy |
21,537
+4,783
| +29% | +$159K | 0.54% | 44 |
|
|
2018
Q4 | $497K | Buy |
16,754
+8,523
| +104% | +$253K | 0.41% | 48 |
|
|
2018
Q3 | $250K | Buy |
+8,231
| New | +$250K | 0.17% | 65 |
|