Capital Analysts 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 | $161K | Buy |
6,764
+14
| +0.2% | +$333 | 0.01% | 572 |
|
|
2025
Q1 | $130K | Sell |
6,750
-764
| -10% | -$14.7K | ﹤0.01% | 590 |
|
|
2024
Q4 | $152K | Buy |
7,514
+1,250
| +20% | +$25.3K | 0.01% | 531 |
|
|
2024
Q3 | $126K | Buy |
6,264
+586
| +10% | +$11.8K | 0.01% | 544 |
|
|
2024
Q2 | $127K | Buy |
5,678
+3,210
| +130% | +$71.8K | 0.01% | 527 |
|
|
2024
Q1 | $69K | Buy |
2,468
+442
| +22% | +$12.4K | ﹤0.01% | 598 |
|
|
2023
Q4 | $60K | Sell |
2,026
-476
| -19% | -$14.1K | ﹤0.01% | 613 |
|
|
2023
Q3 | $61K | Buy |
2,502
+203
| +9% | +$4.95K | ﹤0.01% | 568 |
|
|
2023
Q2 | $61K | Sell |
2,299
-170
| -7% | -$4.51K | ﹤0.01% | 545 |
|
|
2023
Q1 | $67K | Buy |
2,469
+251
| +11% | +$6.81K | ﹤0.01% | 532 |
|
|
2022
Q4 | $59K | Buy |
2,218
+699
| +46% | +$18.6K | ﹤0.01% | 590 |
|
|
2022
Q3 | $33K | Buy |
1,519
+72
| +5% | +$1.56K | ﹤0.01% | 639 |
|
|
2022
Q2 | $34K | Buy |
1,447
+349
| +32% | +$8.2K | ﹤0.01% | 626 |
|
|
2022
Q1 | $31K | Buy |
1,098
+51
| +5% | +$1.44K | ﹤0.01% | 616 |
|
|
2021
Q4 | $35K | Buy |
1,047
+535
| +104% | +$17.9K | ﹤0.01% | 617 |
|
|
2021
Q3 | $15K | Buy |
512
+184
| +56% | +$5.39K | ﹤0.01% | 734 |
|
|
2021
Q2 | $10K | Buy |
+328
| New | +$10K | ﹤0.01% | 744 |
|
|
2016
Q1 | – | Sell |
-150
| Closed | -$5.52K | – | 387 |
|
|
2015
Q4 | $5.52K | Buy |
+150
| New | +$5.52K | ﹤0.01% | 360 |
|
|
2014
Q3 | – | Sell |
-183
| Closed | -$10.6K | – | 387 |
|
|
2014
Q2 | $10.6K | Hold |
183
| – | – | ﹤0.01% | 333 |
|
|
2014
Q1 | $9.91K | Sell |
183
-35,691
| -99% | -$1.93M | ﹤0.01% | 317 |
|
|
2013
Q4 | $2.07M | Buy |
35,874
+226
| +0.6% | +$13K | 0.56% | 42 |
|
|
2013
Q3 | $1.8M | Buy |
35,648
+152
| +0.4% | +$7.68K | 0.54% | 48 |
|
|
2013
Q2 | $1.61M | Buy |
+35,496
| New | +$1.61M | 0.51% | 55 |
|