CVA Family Office’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 | $2.03K | Sell |
85
-130
| -60% | -$3.1K | ﹤0.01% | 994 |
|
|
2025
Q1 | $4.14K | Sell |
215
-360
| -63% | -$6.93K | ﹤0.01% | 923 |
|
|
2024
Q4 | $11.7K | Buy |
575
+550
| +2,200% | +$11.2K | ﹤0.01% | 765 |
|
|
2024
Q3 | $504 | Sell |
25
-413
| -94% | -$8.33K | ﹤0.01% | 1216 |
|
|
2024
Q2 | $9.79K | Sell |
438
-1,202
| -73% | -$26.9K | ﹤0.01% | 744 |
|
|
2024
Q1 | $46.1K | Hold |
1,640
| – | – | 0.01% | 505 |
|
|
2023
Q4 | $48.9K | Buy |
+1,640
| New | +$48.9K | 0.01% | 483 |
|
|
2023
Q3 | – | Sell |
-1,270
| Closed | -$33.9K | – | 303 |
|
|
2023
Q2 | $33.9K | Sell |
1,270
-165
| -11% | -$4.41K | 0.01% | 521 |
|
|
2023
Q1 | $38.7K | Hold |
1,435
| – | – | 0.01% | 484 |
|
|
2022
Q4 | $37.9K | Buy |
1,435
+815
| +131% | +$21.5K | 0.01% | 461 |
|
|
2022
Q3 | $13K | Buy |
620
+490
| +377% | +$10.3K | ﹤0.01% | 593 |
|
|
2022
Q2 | $3K | Sell |
130
-100
| -43% | -$2.31K | ﹤0.01% | 785 |
|
|
2022
Q1 | $6K | Sell |
230
-650
| -74% | -$17K | ﹤0.01% | 738 |
|
|
2021
Q4 | $29K | Buy |
+880
| New | +$29K | 0.01% | 459 |
|
|
2021
Q3 | – | Sell |
-430
| Closed | -$14K | – | 415 |
|
|
2021
Q2 | $14K | Buy |
430
+325
| +310% | +$10.6K | ﹤0.01% | 593 |
|
|
2021
Q1 | $3K | Buy |
+105
| New | +$3K | ﹤0.01% | 666 |
|