Corient Private Wealth’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 | $655K | Buy |
27,448
+10,217
| +59% | +$244K | ﹤0.01% | 1650 |
|
|
2025
Q1 | $332K | Buy |
17,231
+1,663
| +11% | +$32K | ﹤0.01% | 1802 |
|
|
2024
Q4 | $315K | Buy |
15,568
+1,929
| +14% | +$39.1K | ﹤0.01% | 1864 |
|
|
2024
Q3 | $275K | Sell |
13,639
-1,265
| -8% | -$25.5K | ﹤0.01% | 2024 |
|
|
2024
Q2 | $333K | Sell |
14,904
-556
| -4% | -$12.4K | ﹤0.01% | 1842 |
|
|
2024
Q1 | $435K | Sell |
15,460
-1,407
| -8% | -$39.6K | ﹤0.01% | 1700 |
|
|
2023
Q4 | $502K | Sell |
16,867
-3,376
| -17% | -$101K | ﹤0.01% | 1606 |
|
|
2023
Q3 | $498K | Buy |
20,243
+2,354
| +13% | +$57.9K | ﹤0.01% | 1496 |
|
|
2023
Q2 | $478K | Buy |
17,889
+383
| +2% | +$10.2K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $469K | Buy |
17,506
+3,825
| +28% | +$103K | ﹤0.01% | 1402 |
|
|
2022
Q4 | $361K | Buy |
+13,681
| New | +$361K | ﹤0.01% | 1259 |
|