Capital Investment Advisory Services’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 | $504K | Buy |
21,115
+2,750
| +15% | +$65.6K | 0.04% | 345 |
|
|
2025
Q1 | $354K | Buy |
18,365
+6,075
| +49% | +$117K | 0.03% | 389 |
|
|
2024
Q4 | $249K | Buy |
12,290
+1,450
| +13% | +$29.4K | 0.02% | 446 |
|
|
2024
Q3 | $218K | Buy |
+10,840
| New | +$218K | 0.02% | 478 |
|
|
2019
Q4 | – | Sell |
-2,610
| Closed | -$75K | – | 617 |
|
|
2019
Q3 | $75K | Buy |
2,610
+300
| +13% | +$8.62K | 0.02% | 457 |
|
|
2019
Q2 | $80K | Hold |
2,310
| – | – | 0.02% | 436 |
|
|
2019
Q1 | $77K | Hold |
2,310
| – | – | 0.03% | 399 |
|
|
2018
Q4 | $69K | Buy |
+2,310
| New | +$69K | 0.03% | 386 |
|