Caldwell Sutter Capital’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 | $47.7K | Hold |
2,000
| – | – | 0.02% | 365 |
|
|
2025
Q1 | $38.5K | Hold |
2,000
| – | – | 0.02% | 390 |
|
|
2024
Q4 | $40.6K | Hold |
2,000
| – | – | 0.02% | 386 |
|
|
2024
Q3 | $40.3K | Hold |
2,000
| – | – | 0.02% | 396 |
|
|
2024
Q2 | $44.7K | Hold |
2,000
| – | – | 0.02% | 369 |
|
|
2024
Q1 | $56.2K | Hold |
2,000
| – | – | 0.03% | 335 |
|
|
2023
Q4 | $59.6K | Hold |
2,000
| – | – | 0.03% | 316 |
|
|
2023
Q3 | $49.2K | Hold |
2,000
| – | – | 0.03% | 321 |
|
|
2023
Q2 | $53.4K | Buy |
2,000
+1,000
| +100% | +$26.7K | 0.03% | 316 |
|
|
2023
Q1 | $26.9K | Buy |
+1,000
| New | +$26.9K | 0.02% | 309 |
|