IEQ Capital’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-148,750
| Closed | -$3.02M | – | 1623 |
|
|
2024
Q4 | $3.02M | Buy |
148,750
+93,724
| +170% | +$1.9M | 0.03% | 395 |
|
|
2024
Q3 | $1.11M | Buy |
55,026
+40,680
| +284% | +$820K | 0.01% | 511 |
|
|
2024
Q2 | $321K | Sell |
14,346
-252
| -2% | -$5.63K | ﹤0.01% | 786 |
|
|
2024
Q1 | $410K | Buy |
14,598
+509
| +4% | +$14.3K | 0.01% | 690 |
|
|
2023
Q4 | $420K | Buy |
14,089
+2,058
| +17% | +$61.3K | 0.01% | 629 |
|
|
2023
Q3 | $296K | Buy |
12,031
+2,673
| +29% | +$65.7K | 0.01% | 725 |
|
|
2023
Q2 | $250K | Sell |
9,358
-769
| -8% | -$20.5K | 0.01% | 739 |
|
|
2023
Q1 | $273K | Buy |
+10,127
| New | +$273K | 0.01% | 747 |
|
|
2022
Q4 | – | Sell |
-9,327
| Closed | -$201K | – | 826 |
|
|
2022
Q3 | $201K | Buy |
+9,327
| New | +$201K | 0.01% | 772 |
|