Gold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $966K | Buy |
39,697
+1,724
| +5% | +$42K | 0.36% | 77 |
|
|
2025
Q1 | $731K | Buy |
37,973
+9,492
| +33% | +$183K | 0.31% | 82 |
|
|
2024
Q4 | $578K | Buy |
28,481
+1,333
| +5% | +$27K | 0.24% | 84 |
|
|
2024
Q3 | $548K | Buy |
27,148
+1,116
| +4% | +$22.5K | 0.23% | 85 |
|
|
2024
Q2 | $582K | Buy |
26,032
+644
| +3% | +$14.4K | 0.25% | 82 |
|
|
2024
Q1 | $714K | Sell |
25,388
-157
| -0.6% | -$4.41K | 0.29% | 82 |
|
|
2023
Q4 | $761K | Buy |
+25,545
| New | +$761K | 0.33% | 78 |
|