Capital Advisors Ltd’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 | $13K | Buy |
531
+395
| +290% | +$9.67K | ﹤0.01% | 717 |
|
|
2025
Q1 | $3K | Buy |
+136
| New | +$3K | ﹤0.01% | 968 |
|
|
2024
Q3 | – | Sell |
-32
| Closed | -$1K | – | 1375 |
|
|
2024
Q2 | $1K | Buy |
32
+18
| +129% | +$563 | ﹤0.01% | 1127 |
|
|
2024
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 1354 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1226 |
|
|
2022
Q3 | $1K | Sell |
30
-42
| -58% | -$1.4K | ﹤0.01% | 961 |
|
|
2022
Q2 | $2K | Buy |
+72
| New | +$2K | ﹤0.01% | 648 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$1K | – | 912 |
|
|
2021
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 618 |
|