Global Retirement Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
+18,958
| New | +$452K | 0.01% | 753 |
|
|
2024
Q4 | $58.9K | Sell |
2,901
-1,653
| -36% | -$33.5K | ﹤0.01% | 1543 |
|
|
2024
Q3 | $91.8K | Sell |
4,554
-1,647
| -27% | -$33.2K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $139K | Buy |
6,201
+4,339
| +233% | +$97K | ﹤0.01% | 1036 |
|
|
2024
Q1 | $52.3K | Sell |
1,862
-1,165
| -38% | -$32.7K | ﹤0.01% | 1394 |
|
|
2023
Q4 | $84.3K | Buy |
3,027
+786
| +35% | +$21.9K | ﹤0.01% | 1134 |
|
|
2023
Q3 | $53.2K | Buy |
2,241
+275
| +14% | +$6.53K | ﹤0.01% | 1244 |
|
|
2023
Q2 | $52.5K | Buy |
1,966
+339
| +21% | +$9.06K | ﹤0.01% | 1246 |
|
|
2023
Q1 | $40.9K | Buy |
1,627
+53
| +3% | +$1.33K | ﹤0.01% | 1324 |
|
|
2022
Q4 | $41.5K | Buy |
1,574
+204
| +15% | +$5.38K | ﹤0.01% | 1171 |
|
|
2022
Q3 | $32K | Buy |
1,370
+97
| +8% | +$2.27K | ﹤0.01% | 1179 |
|
|
2022
Q2 | $30K | Sell |
1,273
-232
| -15% | -$5.47K | ﹤0.01% | 1185 |
|
|
2022
Q1 | $39K | Buy |
+1,505
| New | +$39K | ﹤0.01% | 1091 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$2K | – | 384 |
|
|
2021
Q3 | $2K | Sell |
72
-35
| -33% | -$972 | ﹤0.01% | 1799 |
|
|
2021
Q2 | $3K | Sell |
107
-159
| -60% | -$4.46K | ﹤0.01% | 1656 |
|
|
2021
Q1 | $8K | Buy |
266
+200
| +303% | +$6.02K | ﹤0.01% | 1338 |
|
|
2020
Q4 | $2K | Hold |
66
| – | – | ﹤0.01% | 1577 |
|
|
2020
Q3 | $1K | Sell |
66
-758
| -92% | -$11.5K | ﹤0.01% | 1541 |
|
|
2020
Q2 | $17K | Hold |
824
| – | – | ﹤0.01% | 943 |
|
|
2020
Q1 | $14K | Hold |
824
| – | – | ﹤0.01% | 905 |
|
|
2019
Q4 | $21K | Hold |
824
| – | – | ﹤0.01% | 916 |
|
|
2019
Q3 | $24K | Hold |
824
| – | – | ﹤0.01% | 834 |
|
|
2019
Q2 | $29K | Hold |
824
| – | – | 0.01% | 761 |
|
|
2019
Q1 | $27K | Hold |
824
| – | – | 0.01% | 723 |
|
|
2018
Q4 | $24K | Buy |
824
+66
| +9% | +$1.92K | 0.01% | 689 |
|
|
2018
Q3 | $23K | Hold |
758
| – | – | 0.01% | 760 |
|
|
2018
Q2 | $24K | Hold |
758
| – | – | 0.01% | 735 |
|
|
2018
Q1 | $26K | Hold |
758
| – | – | 0.01% | 687 |
|
|
2017
Q4 | $33K | Buy |
758
+158
| +26% | +$6.88K | 0.01% | 607 |
|
|
2017
Q3 | $27K | Buy |
600
+516
| +614% | +$23.2K | 0.01% | 564 |
|
|
2017
Q2 | $4K | Sell |
84
-70
| -45% | -$3.33K | ﹤0.01% | 965 |
|
|
2017
Q1 | $6K | Sell |
154
-59
| -28% | -$2.3K | ﹤0.01% | 859 |
|
|
2016
Q4 | $8K | Buy |
+213
| New | +$8K | 0.01% | 736 |
|