Franklin Resources’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $57.4M | Buy |
3,015,296
+281,159
| +10% | +$5.43M | 0.01% | 605 |
|
|
2025
Q4 | $44.8M | Buy |
2,734,137
+256,112
| +10% | +$4.51M | 0.01% | 670 |
|
|
2025
Q3 | $46.6M | Sell |
2,478,025
-10,441
| -0.4% | -$187K | 0.01% | 663 |
|
|
2025
Q2 | $50.3M | Sell |
2,488,466
-653,947
| -21% | -$11.3M | 0.01% | 623 |
|
|
2025
Q1 | $43.2M | Buy |
3,142,413
+3,179
| +0.1% | +$43.8K | 0.01% | 652 |
|
|
2024
Q4 | $37.2M | Buy |
3,139,234
+3,021,983
| +2,577% | +$47.6M | 0.01% | 705 |
|
|
2024
Q3 | $2.11M | Buy |
117,251
+67,663
| +136% | +$1.23M | ﹤0.01% | 1728 |
|
|
2024
Q2 | $872K | Sell |
49,588
-18,774
| -27% | -$388K | ﹤0.01% | 1983 |
|
|
2024
Q1 | $1.75M | Sell |
68,362
-352,744
| -84% | -$8.85M | ﹤0.01% | 1767 |
|
|
2023
Q4 | $10.9M | Buy |
421,106
+226,216
| +116% | +$5.16M | 0.01% | 907 |
|
|
2023
Q3 | $4.49M | Sell |
194,890
-213,128
| -52% | -$5.34M | ﹤0.01% | 1117 |
|
|
2023
Q2 | $9.57M | Sell |
408,018
-327,689
| -45% | -$5.56M | ﹤0.01% | 933 |
|
|
2023
Q1 | $8.73M | Sell |
735,707
-3,772
| -0.5% | -$53.7K | ﹤0.01% | 952 |
|
|
2022
Q4 | $11.3M | Sell |
739,479
-305,253
| -29% | -$5.34M | 0.01% | 914 |
|
|
2022
Q3 | $19.9M | Buy |
1,044,732
+12,910
| +1% | +$256K | 0.01% | 767 |
|
|
2022
Q2 | $18.5M | Buy |
1,031,822
+5,987
| +0.6% | +$138K | 0.01% | 812 |
|
|
2022
Q1 | $30.9M | Sell |
1,025,835
-324
| -0% | -$10.1K | 0.01% | 743 |
|
|
2021
Q4 | $29.5M | Buy |
1,026,159
+748,551
| +270% | +$24.4M | 0.01% | 787 |
|
|
2021
Q3 | $11.2M | Sell |
277,608
-25,700
| -8% | -$1.15M | ﹤0.01% | 1028 |
|
|
2021
Q2 | $13.2M | Buy |
303,308
+3,200
| +1% | +$132K | 0.01% | 964 |
|
|
2021
Q1 | $11.3M | Buy |
300,108
+39,617
| +15% | +$1.69M | ﹤0.01% | 950 |
|
|
2020
Q4 | $10.3M | Buy |
260,491
+33,504
| +15% | +$1.37M | ﹤0.01% | 955 |
|
|
2020
Q3 | $9.46M | Buy |
226,987
+20,860
| +10% | +$953K | ﹤0.01% | 924 |
|
|
2020
Q2 | $9.41M | Buy |
206,127
+13,995
| +7% | +$429K | ﹤0.01% | 878 |
|
|
2020
Q1 | $3.71M | Sell |
192,132
-45,168
| -19% | -$1.53M | ﹤0.01% | 980 |
|
|
2019
Q4 | $9.14M | Buy |
+237,300
| New | +$8.91M | ﹤0.01% | 909 |
|
Other funds holding XP
AIM
GA
