CX Institutional’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 | $81K | Buy |
3,379
+2,400
| +245% | +$57.5K | ﹤0.01% | 791 |
|
|
2025
Q1 | $19K | Buy |
+979
| New | +$19K | ﹤0.01% | 946 |
|
|
2022
Q3 | – | Sell |
-876
| Closed | -$20K | – | 519 |
|
|
2022
Q2 | $20K | Buy |
+876
| New | +$20K | ﹤0.01% | 840 |
|
|
2021
Q4 | – | Sell |
-1,011
| Closed | -$30K | – | 386 |
|
|
2021
Q3 | $30K | Buy |
1,011
+125
| +14% | +$3.71K | ﹤0.01% | 663 |
|
|
2021
Q2 | $28K | Buy |
886
+203
| +30% | +$6.42K | ﹤0.01% | 671 |
|
|
2021
Q1 | $20K | Buy |
683
+72
| +12% | +$2.11K | ﹤0.01% | 665 |
|
|
2020
Q4 | $15K | Buy |
611
+269
| +79% | +$6.6K | ﹤0.01% | 665 |
|
|
2020
Q3 | $7K | Buy |
342
+52
| +18% | +$1.06K | ﹤0.01% | 709 |
|
|
2020
Q2 | $6K | Buy |
290
+139
| +92% | +$2.88K | ﹤0.01% | 637 |
|
|
2020
Q1 | $3K | Buy |
+151
| New | +$3K | ﹤0.01% | 603 |
|
|
2019
Q4 | – | Sell |
-174
| Closed | -$5K | – | 734 |
|
|
2019
Q3 | $5K | Sell |
174
-31,593
| -99% | -$908K | ﹤0.01% | 567 |
|
|
2019
Q2 | $1.11M | Buy |
31,767
+31,597
| +18,586% | +$1.1M | 0.18% | 123 |
|
|
2019
Q1 | $6K | Buy |
+170
| New | +$6K | ﹤0.01% | 512 |
|