GPS Wealth Strategies Group’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 | $71.4K | Sell |
2,992
-451
| -13% | -$10.8K | 0.01% | 562 |
|
|
2025
Q1 | $66.3K | Sell |
3,443
-2,220
| -39% | -$42.7K | 0.01% | 559 |
|
|
2024
Q4 | $115K | Sell |
5,663
-8,021
| -59% | -$163K | 0.01% | 400 |
|
|
2024
Q3 | $276K | Sell |
13,684
-9,353
| -41% | -$188K | 0.04% | 253 |
|
|
2024
Q2 | $515K | Sell |
23,037
-1,201
| -5% | -$26.8K | 0.08% | 156 |
|
|
2024
Q1 | $681K | Buy |
+24,238
| New | +$681K | 0.11% | 128 |
|