Farther Finance Advisors’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 | $339K | Buy |
14,219
+1,532
| +12% | +$36.5K | 0.01% | 1112 |
|
|
2025
Q1 | $245K | Buy |
12,687
+1,551
| +14% | +$30K | 0.01% | 1146 |
|
|
2024
Q4 | $226K | Buy |
11,136
+117
| +1% | +$2.37K | 0.01% | 932 |
|
|
2024
Q3 | $222K | Buy |
11,019
+95
| +0.9% | +$1.91K | 0.01% | 953 |
|
|
2024
Q2 | $242K | Buy |
10,924
+1,970
| +22% | +$43.6K | 0.01% | 763 |
|
|
2024
Q1 | $247K | Buy |
8,954
+317
| +4% | +$8.76K | 0.02% | 616 |
|
|
2023
Q4 | $257K | Buy |
8,637
+7,249
| +522% | +$216K | 0.02% | 494 |
|
|
2023
Q3 | $34.1K | Buy |
1,388
+23
| +2% | +$565 | 0.01% | 917 |
|
|
2023
Q2 | $36.5K | Sell |
1,365
-81
| -6% | -$2.16K | 0.01% | 771 |
|
|
2023
Q1 | $39K | Sell |
1,446
-62
| -4% | -$1.67K | 0.01% | 680 |
|
|
2022
Q4 | $39.8K | Buy |
+1,508
| New | +$39.8K | 0.02% | 541 |
|