Harbour Investments’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 | $68K | Sell |
2,852
-7
| -0.2% | -$167 | ﹤0.01% | 1672 |
|
|
2025
Q1 | $55K | Buy |
2,859
+476
| +20% | +$9.16K | ﹤0.01% | 1714 |
|
|
2024
Q4 | $48.4K | Buy |
2,383
+190
| +9% | +$3.86K | ﹤0.01% | 1730 |
|
|
2024
Q3 | $44.2K | Buy |
2,193
+106
| +5% | +$2.14K | ﹤0.01% | 1729 |
|
|
2024
Q2 | $46.7K | Sell |
2,087
-187
| -8% | -$4.18K | ﹤0.01% | 1586 |
|
|
2024
Q1 | $63.9K | Buy |
2,274
+22
| +1% | +$618 | ﹤0.01% | 1412 |
|
|
2023
Q4 | $67.1K | Buy |
2,252
+248
| +12% | +$7.39K | ﹤0.01% | 1310 |
|
|
2023
Q3 | $49.2K | Hold |
2,004
| – | – | ﹤0.01% | 1359 |
|
|
2023
Q2 | $53.5K | Buy |
2,004
+161
| +9% | +$4.3K | ﹤0.01% | 1333 |
|
|
2023
Q1 | $49.6K | Buy |
1,843
+323
| +21% | +$8.7K | ﹤0.01% | 1367 |
|
|
2022
Q4 | $40.1K | Sell |
1,520
-205
| -12% | -$5.41K | ﹤0.01% | 1385 |
|
|
2022
Q3 | $40K | Hold |
1,725
| – | – | ﹤0.01% | 1351 |
|
|
2022
Q2 | $40K | Buy |
+1,725
| New | +$40K | ﹤0.01% | 1351 |
|
|
2021
Q4 | $24K | Sell |
714
-1,890
| -73% | -$63.5K | ﹤0.01% | 1581 |
|
|
2021
Q3 | $77K | Buy |
2,604
+721
| +38% | +$21.3K | ﹤0.01% | 1519 |
|
|
2021
Q2 | $60K | Buy |
1,883
+19
| +1% | +$605 | ﹤0.01% | 1701 |
|
|
2021
Q1 | $55K | Buy |
+1,864
| New | +$55K | ﹤0.01% | 1637 |
|