Continuum Advisory’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 | – | Sell |
-88
| Closed | -$1.69K | – | 520 |
|
2025
Q1 | $1.69K | Sell |
88
-32
| -27% | -$616 | ﹤0.01% | 1395 |
|
2024
Q4 | $2.44K | Sell |
120
-4,765
| -98% | -$96.7K | ﹤0.01% | 1356 |
|
2024
Q3 | $105K | Sell |
4,885
-872
| -15% | -$18.8K | 0.01% | 510 |
|
2024
Q2 | $129K | Buy |
5,757
+205
| +4% | +$4.58K | 0.02% | 447 |
|
2024
Q1 | $134K | Buy |
+5,552
| New | +$134K | 0.02% | 436 |
|
2022
Q2 | – | Sell |
-9,083
| Closed | -$223K | – | 404 |
|
2022
Q1 | $223K | Buy |
+9,083
| New | +$223K | 0.04% | 349 |
|