Commonwealth Equity Services’s Beneficient BENF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7K Hold
24,149
﹤0.01% 4239
2025
Q1
$8K Hold
24,149
﹤0.01% 4154
2024
Q4
$18K Buy
24,149
+10,000
+71% +$7.45K ﹤0.01% 4048
2024
Q3
$17K Buy
14,149
+1,000
+8% +$1.2K ﹤0.01% 4007
2024
Q2
$29K Buy
+13,149
New +$29K ﹤0.01% 3940