Coppell Advisory Solutions’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,355
| Closed | -$27.3K | – | 479 |
|
|
2024
Q4 | $27.3K | Buy |
1,355
+72
| +6% | +$1.45K | ﹤0.01% | 762 |
|
|
2024
Q3 | $26.7K | Buy |
1,283
+34
| +3% | +$707 | ﹤0.01% | 747 |
|
|
2024
Q2 | $27.9K | Buy |
+1,249
| New | +$27.9K | ﹤0.01% | 657 |
|
|
2023
Q4 | $2.06K | Sell |
69
-2,931
| -98% | -$87.3K | ﹤0.01% | 1287 |
|
|
2023
Q3 | $79.1K | Buy |
+3,000
| New | +$79.1K | 0.03% | 239 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$79.1K | – | 274 |
|
|
2022
Q4 | $79.1K | Buy |
+3,000
| New | +$79.1K | 0.03% | 243 |
|