Brighton Jones LLC’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 | $257K | Buy |
+10,779
| New | +$257K | 0.01% | 782 |
|
|
2023
Q1 | – | Sell |
-9,865
| Closed | -$260K | – | 519 |
|
|
2022
Q4 | $260K | Buy |
+9,865
| New | +$260K | 0.02% | 369 |
|
|
2022
Q3 | – | Sell |
-9,009
| Closed | -$210K | – | 471 |
|
|
2022
Q2 | $210K | Sell |
9,009
-238
| -3% | -$5.55K | 0.01% | 414 |
|
|
2022
Q1 | $258K | Sell |
9,247
-47
| -0.5% | -$1.31K | 0.01% | 410 |
|
|
2021
Q4 | $311K | Buy |
9,294
+49
| +0.5% | +$1.64K | 0.01% | 358 |
|
|
2021
Q3 | $275K | Sell |
9,245
-485
| -5% | -$14.4K | 0.01% | 379 |
|
|
2021
Q2 | $311K | Sell |
9,730
-348
| -3% | -$11.1K | 0.02% | 345 |
|
|
2021
Q1 | $298K | Buy |
10,078
+666
| +7% | +$19.7K | 0.02% | 315 |
|
|
2020
Q4 | $235K | Buy |
+9,412
| New | +$235K | 0.01% | 330 |
|
|
2020
Q2 | – | Sell |
-13,266
| Closed | -$221K | – | 299 |
|
|
2020
Q1 | $221K | Buy |
13,266
+3,252
| +32% | +$54.2K | 0.02% | 248 |
|
|
2019
Q4 | $260K | Buy |
+10,014
| New | +$260K | 0.03% | 272 |
|
|
2019
Q3 | – | Sell |
-6,256
| Closed | -$218K | – | 310 |
|
|
2019
Q2 | $218K | Buy |
+6,256
| New | +$218K | 0.03% | 274 |
|
|
2018
Q4 | – | Sell |
-6,668
| Closed | -$203K | – | 263 |
|
|
2018
Q3 | $203K | Buy |
6,668
+9
| +0.1% | +$274 | 0.03% | 271 |
|
|
2018
Q2 | $213K | Buy |
+6,659
| New | +$213K | 0.03% | 275 |
|
|
2018
Q1 | – | Sell |
-4,942
| Closed | -$214K | – | 294 |
|
|
2017
Q4 | $214K | Sell |
4,942
-708
| -13% | -$30.7K | 0.03% | 267 |
|
|
2017
Q3 | $251K | Buy |
5,650
+3
| +0.1% | +$133 | 0.03% | 232 |
|
|
2017
Q2 | $253K | Buy |
5,647
+2
| +0% | +$90 | 0.04% | 217 |
|
|
2017
Q1 | $238K | Buy |
+5,645
| New | +$238K | 0.06% | 86 |
|
|
2016
Q4 | – | Sell |
-6,437
| Closed | -$229K | – | 117 |
|
|
2016
Q3 | $229K | Buy |
6,437
+22
| +0.3% | +$783 | 0.04% | 209 |
|
|
2016
Q2 | $214K | Sell |
6,415
-60
| -0.9% | -$2K | 0.04% | 188 |
|
|
2016
Q1 | $253K | Buy |
6,475
+165
| +3% | +$6.44K | 0.05% | 174 |
|
|
2015
Q4 | $232K | Sell |
6,310
-786
| -11% | -$28.9K | 0.05% | 176 |
|
|
2015
Q3 | $264K | Sell |
7,096
-121
| -2% | -$4.5K | 0.06% | 158 |
|
|
2015
Q2 | $354K | Buy |
7,217
+577
| +9% | +$28.3K | 0.08% | 124 |
|
|
2015
Q1 | $341K | Sell |
6,640
-9
| -0.1% | -$462 | 0.08% | 128 |
|
|
2014
Q4 | $368K | Sell |
6,649
-864
| -12% | -$47.8K | 0.08% | 125 |
|
|
2014
Q3 | $410K | Buy |
+7,513
| New | +$410K | 0.09% | 120 |
|