Franklin Resources’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $616K | Sell |
23,983
-64,155
| -73% | -$1.65M | ﹤0.01% | 2216 |
|
|
2025
Q1 | $2.2M | Buy |
88,138
+10,182
| +13% | +$254K | ﹤0.01% | 1647 |
|
|
2024
Q4 | $2.13M | Buy |
77,956
+60,018
| +335% | +$1.64M | ﹤0.01% | 1711 |
|
|
2024
Q3 | $458K | Buy |
17,938
+218
| +1% | +$5.57K | ﹤0.01% | 2306 |
|
|
2024
Q2 | $342K | Buy |
17,720
+1,582
| +10% | +$30.6K | ﹤0.01% | 2382 |
|
|
2024
Q1 | $304K | Hold |
16,138
| – | – | ﹤0.01% | 2447 |
|
|
2023
Q4 | $344K | Buy |
16,138
+53
| +0.3% | +$1.13K | ﹤0.01% | 2104 |
|
|
2023
Q3 | $271K | Sell |
16,085
-1,915
| -11% | -$32.2K | ﹤0.01% | 2184 |
|
|
2023
Q2 | $283K | Buy |
18,000
+7,093
| +65% | +$112K | ﹤0.01% | 2226 |
|
|
2023
Q1 | $210K | Buy |
10,907
+32
| +0.3% | +$617 | ﹤0.01% | 1982 |
|
|
2022
Q4 | $265K | Sell |
10,875
-18
| -0.2% | -$438 | ﹤0.01% | 1900 |
|
|
2022
Q3 | $262K | Buy |
10,893
+76
| +0.7% | +$1.83K | ﹤0.01% | 1897 |
|
|
2022
Q2 | $281K | Sell |
10,817
-4,955
| -31% | -$129K | ﹤0.01% | 1893 |
|
|
2022
Q1 | $475K | Sell |
15,772
-28
| -0.2% | -$843 | ﹤0.01% | 1847 |
|
|
2021
Q4 | $503K | Sell |
15,800
-51
| -0.3% | -$1.62K | ﹤0.01% | 1901 |
|
|
2021
Q3 | $486K | Buy |
+15,851
| New | +$486K | ﹤0.01% | 1884 |
|