Bruce G. Allen Investments’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 | $739 | Sell |
31
-40
| -56% | -$954 | ﹤0.01% | 881 |
|
|
2025
Q1 | $1.37K | Hold |
71
| – | – | ﹤0.01% | 754 |
|
|
2024
Q4 | $1.44K | Sell |
71
-282
| -80% | -$5.72K | ﹤0.01% | 761 |
|
|
2024
Q3 | $7.11K | Sell |
353
-7
| -2% | -$141 | 0.01% | 529 |
|
|
2024
Q2 | $8.05K | Hold |
360
| – | – | 0.01% | 495 |
|
|
2024
Q1 | $10.1K | Hold |
360
| – | – | 0.01% | 470 |
|
|
2023
Q4 | $10.7K | Buy |
+360
| New | +$10.7K | 0.01% | 467 |
|