Covestor’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 | $125K | Buy |
5,226
+122
| +2% | +$2.92K | 0.07% | 418 |
|
|
2025
Q1 | $98K | Sell |
5,104
-3,491
| -41% | -$67K | 0.07% | 498 |
|
|
2024
Q4 | $174K | Buy |
8,595
+1,180
| +16% | +$23.9K | 0.11% | 235 |
|
|
2024
Q3 | $150K | Buy |
7,415
+2,746
| +59% | +$55.6K | 0.09% | 301 |
|
|
2024
Q2 | $104K | Buy |
4,669
+677
| +17% | +$15.1K | 0.07% | 459 |
|
|
2024
Q1 | $112K | Buy |
3,992
+1,473
| +58% | +$41.3K | 0.07% | 464 |
|
|
2023
Q4 | $75K | Buy |
2,519
+146
| +6% | +$4.35K | 0.05% | 663 |
|
|
2023
Q3 | $58K | Sell |
2,373
-346
| -13% | -$8.46K | 0.04% | 693 |
|
|
2023
Q2 | $72K | Sell |
2,719
-745
| -22% | -$19.7K | 0.05% | 614 |
|
|
2023
Q1 | $93K | Sell |
3,464
-2,457
| -41% | -$66K | 0.08% | 412 |
|
|
2022
Q4 | $156K | Buy |
5,921
+531
| +10% | +$14K | 0.13% | 197 |
|
|
2022
Q3 | $116K | Sell |
5,390
-2,139
| -28% | -$46K | 0.1% | 280 |
|
|
2022
Q2 | $176K | Buy |
7,529
+2,249
| +43% | +$52.6K | 0.14% | 138 |
|
|
2022
Q1 | $147K | Buy |
5,280
+2,390
| +83% | +$66.5K | 0.1% | 278 |
|
|
2021
Q4 | $97K | Buy |
+2,890
| New | +$97K | 0.14% | 171 |
|