Capstone Investment Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $262K | Buy |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $336K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $260K | Buy |
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|
2022
Q2 | – | Hold |
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|
2022
Q1 | – | Hold |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4K | Buy |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $165K | Buy |
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|
2019
Q3 | – | Hold |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $654K | Sell |
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|
2016
Q2 | $917K | Buy |
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