Folger Nolan Fleming Douglas Capital Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $509K | Hold |
|
|||||
2025
Q1 | $411K | Sell |
|
|||||
2024
Q4 | $445K | Hold |
|
|||||
2024
Q3 | $442K | Hold |
|
|||||
2024
Q2 | $490K | Hold |
|
|||||
2024
Q1 | $617K | Sell |
|
|||||
2023
Q4 | $658K | Hold |
|
|||||
2023
Q3 | $543K | Hold |
|
|||||
2023
Q2 | $590K | Buy |
|
|||||
2023
Q1 | $585K | Hold |
|
|||||
2022
Q4 | $573K | Hold |
|
|||||
2022
Q3 | $467K | Hold |
|
|||||
2022
Q2 | $506K | Hold |
|
|||||
2022
Q1 | $606K | Hold |
|
|||||
2021
Q4 | $727K | Sell |
|
|||||
2021
Q3 | $660K | Hold |
|
|||||
2021
Q2 | $710K | Hold |
|
|||||
2021
Q1 | $657K | Sell |
|
|||||
2020
Q4 | $564K | Hold |
|
|||||
2020
Q3 | $460K | Hold |
|
|||||
2020
Q2 | $474K | Hold |
|
|||||
2020
Q1 | $377K | Hold |
|
|||||
2019
Q4 | $587K | Hold |
|
|||||
2019
Q3 | $652K | Buy |
|
|||||
2019
Q2 | $783K | Sell |
|
|||||
2019
Q1 | $751K | Sell |
|
|||||
2018
Q4 | $675K | Sell |
|
|||||
2018
Q3 | $706K | Hold |
|
|||||
2018
Q2 | $744K | Hold |
|
|||||
2018
Q1 | $805K | Hold |
|
|||||
2017
Q4 | $1.01M | Hold |
|
|||||
2017
Q3 | $1.03M | Sell |
|
|||||
2017
Q2 | $1.11M | Sell |
|
|||||
2017
Q1 | $1.18M | Sell |
|
|||||
2016
Q4 | $1.02M | Hold |
|
|||||
2016
Q3 | $1.02M | Hold |
|
|||||
2016
Q2 | $938K | Hold |
|
|||||
2016
Q1 | $1.1M | Hold |
|
|||||
2015
Q4 | $1.04M | Hold |
|
|||||
2015
Q3 | $1.05M | Buy |
|
|||||
2015
Q2 | $1.14M | Hold |
|
|||||
2015
Q1 | $1.2M | Hold |
|
|||||
2014
Q4 | $1.29M | Hold |
|
|||||
2014
Q3 | $1.27M | Hold |
|
|||||
2014
Q2 | $1.35M | Hold |
|
|||||
2014
Q1 | $1.26M | Hold |
|
|||||
2013
Q4 | $1.35M | Hold |
|
|||||
2013
Q3 | $1.18M | Hold |
|
|||||
2013
Q2 | $1.06M | Buy |
|