Freedom Investment Management’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,572
| Closed | -$226K | – | 793 |
|
|
2023
Q4 | $226K | Sell |
7,572
-983
| -11% | -$29.3K | 0.02% | 678 |
|
|
2023
Q3 | $210K | Buy |
8,555
+371
| +5% | +$9.12K | 0.03% | 613 |
|
|
2023
Q2 | $219K | Sell |
8,184
-3,022
| -27% | -$80.7K | 0.02% | 636 |
|
|
2023
Q1 | $302K | Sell |
11,206
-1,827
| -14% | -$49.2K | 0.03% | 550 |
|
|
2022
Q4 | $344K | Sell |
13,033
-1,286
| -9% | -$33.9K | 0.04% | 541 |
|
|
2022
Q3 | $308K | Sell |
14,319
-1,297
| -8% | -$27.9K | 0.04% | 562 |
|
|
2022
Q2 | $364K | Sell |
15,616
-839
| -5% | -$19.6K | 0.04% | 545 |
|
|
2022
Q1 | $459K | Sell |
16,455
-2,352
| -13% | -$65.6K | 0.04% | 491 |
|
|
2021
Q4 | $630K | Sell |
18,807
-4,136
| -18% | -$139K | 0.05% | 465 |
|
|
2021
Q3 | $682K | Sell |
22,943
-925
| -4% | -$27.5K | 0.05% | 418 |
|
|
2021
Q2 | $764K | Buy |
23,868
+390
| +2% | +$12.5K | 0.06% | 409 |
|
|
2021
Q1 | $695K | Buy |
+23,478
| New | +$695K | 0.05% | 411 |
|