Franklin Resources’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
48,317
+947
| +2% | +$26.3K | ﹤0.01% | 1857 |
|
2025
Q1 | $1.23M | Sell |
47,370
-502
| -1% | -$13K | ﹤0.01% | 1866 |
|
2024
Q4 | $1.28M | Buy |
47,872
+1,697
| +4% | +$45.2K | ﹤0.01% | 1876 |
|
2024
Q3 | $1.61M | Buy |
46,175
+4,527
| +11% | +$158K | ﹤0.01% | 1798 |
|
2024
Q2 | $779K | Buy |
41,648
+4,473
| +12% | +$83.7K | ﹤0.01% | 2035 |
|
2024
Q1 | $791K | Sell |
37,175
-3,031
| -8% | -$64.5K | ﹤0.01% | 2035 |
|
2023
Q4 | $830K | Hold |
40,206
| – | – | ﹤0.01% | 1711 |
|
2023
Q3 | $766K | Buy |
40,206
+27,205
| +209% | +$518K | ﹤0.01% | 1711 |
|
2023
Q2 | $301K | Buy |
+13,001
| New | +$301K | ﹤0.01% | 2197 |
|