Cetera Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $7.12M | Buy |
253,299
+232,860
| +1,139% | +$6.55M | 0.06% | 345 |
|
|
2023
Q4 | $609K | Buy |
20,439
+903
| +5% | +$26.9K | 0.01% | 1017 |
|
|
2023
Q3 | $480K | Buy |
19,536
+1,734
| +10% | +$42.6K | 0.01% | 1088 |
|
|
2023
Q2 | $475K | Buy |
17,802
+4,650
| +35% | +$124K | 0.01% | 1081 |
|
|
2023
Q1 | $354K | Buy |
13,152
+1,432
| +12% | +$38.6K | 0.01% | 1202 |
|
|
2022
Q4 | $309K | Buy |
+11,720
| New | +$309K | 0.01% | 1222 |
|
|
2017
Q2 | – | Sell |
-5,770
| Closed | -$241K | – | 819 |
|
|
2017
Q1 | $241K | Sell |
5,770
-4
| -0.1% | -$167 | 0.02% | 643 |
|
|
2016
Q4 | $228K | Buy |
+5,774
| New | +$228K | 0.02% | 594 |
|