Cambridge Investment Research 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 | $564K | Sell |
23,642
-1,524
| -6% | -$36.4K | ﹤0.01% | 2429 |
|
|
2025
Q1 | $484K | Sell |
25,166
-1,090
| -4% | -$21K | ﹤0.01% | 2467 |
|
|
2024
Q4 | $533K | Sell |
26,256
-4,739
| -15% | -$96.2K | ﹤0.01% | 2373 |
|
|
2024
Q3 | $625K | Buy |
30,995
+628
| +2% | +$12.7K | ﹤0.01% | 2231 |
|
|
2024
Q2 | $679K | Buy |
30,367
+5,258
| +21% | +$118K | ﹤0.01% | 2046 |
|
|
2024
Q1 | $706K | Buy |
25,109
+246
| +1% | +$6.92K | ﹤0.01% | 1982 |
|
|
2023
Q4 | $741K | Sell |
24,863
-2,729
| -10% | -$81.3K | ﹤0.01% | 1858 |
|
|
2023
Q3 | $678K | Buy |
27,592
+3,354
| +14% | +$82.4K | ﹤0.01% | 1835 |
|
|
2023
Q2 | $647K | Sell |
24,238
-1,143
| -5% | -$30.5K | ﹤0.01% | 1940 |
|
|
2023
Q1 | $684K | Sell |
25,381
-392
| -2% | -$10.6K | ﹤0.01% | 1860 |
|
|
2022
Q4 | $680K | Buy |
25,773
+1,055
| +4% | +$27.8K | ﹤0.01% | 1781 |
|
|
2022
Q3 | $532K | Buy |
24,718
+5,627
| +29% | +$121K | ﹤0.01% | 1889 |
|
|
2022
Q2 | $445K | Buy |
19,091
+7,324
| +62% | +$171K | ﹤0.01% | 2048 |
|
|
2022
Q1 | $329K | Sell |
11,767
-696
| -6% | -$19.5K | ﹤0.01% | 2465 |
|
|
2021
Q4 | $417K | Buy |
12,463
+64
| +0.5% | +$2.14K | ﹤0.01% | 2256 |
|
|
2021
Q3 | $368K | Sell |
12,399
-963
| -7% | -$28.6K | ﹤0.01% | 2287 |
|
|
2021
Q2 | $427K | Buy |
13,362
+3,047
| +30% | +$97.4K | ﹤0.01% | 2179 |
|
|
2021
Q1 | $305K | Buy |
10,315
+972
| +10% | +$28.7K | ﹤0.01% | 2276 |
|
|
2020
Q4 | $233K | Sell |
9,343
-5,905
| -39% | -$147K | ﹤0.01% | 2357 |
|
|
2020
Q3 | $310K | Sell |
15,248
-714
| -4% | -$14.5K | ﹤0.01% | 1912 |
|
|
2020
Q2 | $335K | Buy |
15,962
+2,588
| +19% | +$54.3K | ﹤0.01% | 1797 |
|
|
2020
Q1 | $223K | Sell |
13,374
-2,021
| -13% | -$33.7K | ﹤0.01% | 1863 |
|
|
2019
Q4 | $400K | Buy |
15,395
+1,373
| +10% | +$35.7K | ﹤0.01% | 1724 |
|
|
2019
Q3 | $405K | Buy |
14,022
+357
| +3% | +$10.3K | ﹤0.01% | 1641 |
|
|
2019
Q2 | $476K | Sell |
13,665
-428
| -3% | -$14.9K | ﹤0.01% | 1455 |
|
|
2019
Q1 | $467K | Buy |
14,093
+1,898
| +16% | +$62.9K | ﹤0.01% | 1523 |
|
|
2018
Q4 | $362K | Sell |
12,195
-713
| -6% | -$21.2K | ﹤0.01% | 1528 |
|
|
2018
Q3 | $393K | Sell |
12,908
-219
| -2% | -$6.67K | ﹤0.01% | 1604 |
|
|
2018
Q2 | $421K | Sell |
13,127
-287
| -2% | -$9.2K | ﹤0.01% | 1496 |
|
|
2018
Q1 | $465K | Buy |
13,414
+848
| +7% | +$29.4K | 0.01% | 1397 |
|
|
2017
Q4 | $545K | Sell |
12,566
-1,345
| -10% | -$58.3K | 0.01% | 1274 |
|
|
2017
Q3 | $619K | Sell |
13,911
-1,158
| -8% | -$51.5K | 0.01% | 1127 |
|
|
2017
Q2 | $675K | Sell |
15,069
-1,933
| -11% | -$86.6K | 0.01% | 1021 |
|
|
2017
Q1 | $716K | Buy |
17,002
+3,161
| +23% | +$133K | 0.01% | 892 |
|
|
2016
Q4 | $548K | Sell |
13,841
-438
| -3% | -$17.3K | 0.01% | 964 |
|
|
2016
Q3 | $508K | Sell |
14,279
-72
| -0.5% | -$2.56K | 0.01% | 1026 |
|
|
2016
Q2 | $479K | Buy |
14,351
+1,611
| +13% | +$53.8K | 0.01% | 951 |
|
|
2016
Q1 | $498K | Buy |
12,740
+767
| +6% | +$30K | 0.01% | 900 |
|
|
2015
Q4 | $441K | Sell |
11,973
-263
| -2% | -$9.69K | 0.01% | 908 |
|
|
2015
Q3 | $456K | Sell |
12,236
-10,496
| -46% | -$391K | 0.01% | 800 |
|
|
2015
Q2 | $1.12M | Buy |
22,732
+1,273
| +6% | +$62.4K | 0.03% | 469 |
|
|
2015
Q1 | $1.1M | Buy |
21,459
+11,140
| +108% | +$572K | 0.03% | 475 |
|
|
2014
Q4 | $571K | Buy |
10,319
+199
| +2% | +$11K | 0.02% | 713 |
|
|
2014
Q3 | $553K | Buy |
10,120
+2,017
| +25% | +$110K | 0.02% | 776 |
|
|
2014
Q2 | $469K | Buy |
8,103
+761
| +10% | +$44K | 0.02% | 779 |
|
|
2014
Q1 | $398K | Buy |
7,342
+746
| +11% | +$40.4K | 0.02% | 822 |
|
|
2013
Q4 | $381K | Buy |
6,596
+1,385
| +27% | +$80K | 0.02% | 771 |
|
|
2013
Q3 | $263K | Buy |
+5,211
| New | +$263K | 0.01% | 907 |
|