Concurrent Investment Advisors’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 | $231K | Sell |
9,671
-877
| -8% | -$20.9K | ﹤0.01% | 1194 |
|
|
2025
Q1 | $203K | Buy |
+10,548
| New | +$203K | ﹤0.01% | 1112 |
|
|
2024
Q3 | – | Sell |
-9,710
| Closed | -$217K | – | 1017 |
|
|
2024
Q2 | $217K | Buy |
+9,710
| New | +$217K | 0.01% | 839 |
|
|
2024
Q1 | – | Sell |
-7,519
| Closed | -$224K | – | 876 |
|
|
2023
Q4 | $224K | Buy |
+7,519
| New | +$224K | 0.01% | 732 |
|