Deseret Mutual Benefit Administrators’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 | $29.5K | Hold |
1,237
| – | – | 0.01% | 384 |
|
|
2025
Q1 | $23.8K | Hold |
1,237
| – | – | 0.01% | 410 |
|
|
2024
Q4 | $25.1K | Hold |
1,237
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $24.9K | Hold |
1,237
| – | – | 0.01% | 399 |
|
|
2024
Q2 | $27.6K | Hold |
1,237
| – | – | 0.01% | 377 |
|
|
2024
Q1 | $34.8K | Hold |
1,237
| – | – | 0.02% | 342 |
|
|
2023
Q4 | $36.9K | Sell |
1,237
-315
| -20% | -$9.38K | 0.02% | 317 |
|
|
2023
Q3 | $38.1K | Sell |
1,552
-101
| -6% | -$2.48K | 0.02% | 341 |
|
|
2023
Q2 | $44.2K | Hold |
1,653
| – | – | 0.02% | 335 |
|
|
2023
Q1 | $44.5K | Hold |
1,653
| – | – | 0.02% | 322 |
|
|
2022
Q4 | $43.6K | Sell |
1,653
-4,240
| -72% | -$112K | 0.02% | 324 |
|
|
2022
Q3 | $127K | Sell |
5,893
-5,401
| -48% | -$116K | 0.04% | 250 |
|
|
2022
Q2 | $263K | Sell |
11,294
-2,367
| -17% | -$55.1K | 0.06% | 200 |
|
|
2022
Q1 | $381K | Sell |
13,661
-2,172
| -14% | -$60.6K | 0.08% | 174 |
|
|
2021
Q4 | $530K | Hold |
15,833
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $471K | Buy |
15,833
+9,336
| +144% | +$278K | 0.09% | 152 |
|
|
2021
Q2 | $208K | Buy |
+6,497
| New | +$208K | 0.05% | 195 |
|