Creative Financial Designs’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 | $51.2K | Sell |
2,149
-454
| -17% | -$10.8K | ﹤0.01% | 855 |
|
|
2025
Q1 | $50.1K | Sell |
2,603
-56
| -2% | -$1.08K | ﹤0.01% | 822 |
|
|
2024
Q4 | $54K | Sell |
2,659
-1,293
| -33% | -$26.2K | ﹤0.01% | 769 |
|
|
2024
Q3 | $79.6K | Buy |
3,952
+256
| +7% | +$5.16K | 0.01% | 649 |
|
|
2024
Q2 | $82.6K | Buy |
3,696
+1,579
| +75% | +$35.3K | 0.01% | 623 |
|
|
2024
Q1 | $59.5K | Buy |
2,117
+1,078
| +104% | +$30.3K | 0.01% | 686 |
|
|
2023
Q4 | $31K | Buy |
+1,039
| New | +$31K | ﹤0.01% | 802 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 1283 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1247 |
|
|
2021
Q4 | – | Sell |
-66
| Closed | -$2K | – | 1220 |
|
|
2021
Q3 | $2K | Hold |
66
| – | – | ﹤0.01% | 1286 |
|
|
2021
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 1302 |
|
|
2021
Q1 | $2K | Hold |
66
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q3 | $1K | Hold |
66
| – | – | ﹤0.01% | 1132 |
|
|
2020
Q2 | $1K | Buy |
+66
| New | +$1K | ﹤0.01% | 1078 |
|
|
2017
Q1 | – | Sell |
-300
| Closed | -$12K | – | 722 |
|
|
2016
Q4 | $12K | Buy |
+300
| New | +$12K | 0.01% | 375 |
|