IFP Advisors’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 | $346K | Sell |
14,417
-2,452
| -15% | -$58.8K | 0.01% | 994 |
|
|
2025
Q1 | $325K | Buy |
16,869
+332
| +2% | +$6.39K | 0.01% | 950 |
|
|
2024
Q4 | $336K | Sell |
16,537
-993
| -6% | -$20.1K | 0.01% | 898 |
|
|
2024
Q3 | $353K | Buy |
17,530
+1,994
| +13% | +$40.2K | 0.01% | 832 |
|
|
2024
Q2 | $347K | Buy |
15,536
+1,913
| +14% | +$42.8K | 0.01% | 783 |
|
|
2024
Q1 | $383K | Sell |
13,623
-141
| -1% | -$3.96K | 0.02% | 699 |
|
|
2023
Q4 | $410K | Sell |
13,764
-700
| -5% | -$20.9K | 0.02% | 645 |
|
|
2023
Q3 | $356K | Buy |
14,464
+1,088
| +8% | +$26.7K | 0.02% | 716 |
|
|
2023
Q2 | $357K | Buy |
13,376
+3,125
| +30% | +$83.5K | 0.01% | 775 |
|
|
2023
Q1 | $350K | Sell |
10,251
-28,880
| -74% | -$985K | 0.02% | 721 |
|
|
2022
Q4 | $1.34M | Buy |
39,131
+4,222
| +12% | +$144K | 0.04% | 512 |
|
|
2022
Q3 | $1.2M | Buy |
34,909
+4,342
| +14% | +$149K | 0.03% | 580 |
|
|
2022
Q2 | $1.05M | Hold |
30,567
| – | – | 0.03% | 568 |
|
|
2022
Q1 | $1.05M | Buy |
30,567
+27,155
| +796% | +$934K | 0.03% | 568 |
|
|
2021
Q4 | $118K | Buy |
3,412
+260
| +8% | +$8.99K | ﹤0.01% | 1177 |
|
|
2021
Q3 | $100K | Sell |
3,152
-47
| -1% | -$1.49K | ﹤0.01% | 1260 |
|
|
2021
Q2 | $102K | Buy |
3,199
+581
| +22% | +$18.5K | ﹤0.01% | 1229 |
|
|
2021
Q1 | $76K | Buy |
2,618
+420
| +19% | +$12.2K | ﹤0.01% | 1278 |
|
|
2020
Q4 | $55K | Buy |
2,198
+59
| +3% | +$1.48K | ﹤0.01% | 1402 |
|
|
2020
Q3 | $41K | Sell |
2,139
-576
| -21% | -$11K | ﹤0.01% | 1360 |
|
|
2020
Q2 | $54K | Buy |
2,715
+360
| +15% | +$7.16K | ﹤0.01% | 1180 |
|
|
2020
Q1 | $44K | Sell |
2,355
-1,064
| -31% | -$19.9K | ﹤0.01% | 1172 |
|
|
2019
Q4 | $92K | Sell |
3,419
-2,247
| -40% | -$60.5K | 0.01% | 983 |
|
|
2019
Q3 | $166K | Buy |
+5,666
| New | +$166K | 0.01% | 831 |
|
|
2019
Q1 | $64K | Sell |
1,924
-1,012
| -34% | -$33.7K | 0.01% | 857 |
|
|
2018
Q4 | $86K | Buy |
2,936
+148
| +5% | +$4.34K | 0.01% | 1271 |
|
|
2018
Q3 | $85K | Buy |
2,788
+59
| +2% | +$1.8K | ﹤0.01% | 1572 |
|
|
2018
Q2 | $87K | Buy |
2,729
+20
| +0.7% | +$638 | ﹤0.01% | 1540 |
|
|
2018
Q1 | $117K | Hold |
2,709
| – | – | 0.01% | 1289 |
|
|
2017
Q4 | $117K | Sell |
2,709
-120
| -4% | -$5.18K | 0.01% | 1286 |
|
|
2017
Q3 | $126K | Buy |
2,829
+144
| +5% | +$6.41K | 0.01% | 1403 |
|
|
2017
Q2 | $120K | Buy |
2,685
+372
| +16% | +$16.6K | 0.01% | 1422 |
|
|
2017
Q1 | $97K | Sell |
2,313
-1,881
| -45% | -$78.9K | ﹤0.01% | 1500 |
|
|
2016
Q4 | $166K | Buy |
4,194
+2,146
| +105% | +$84.9K | 0.01% | 1145 |
|
|
2016
Q3 | $73K | Buy |
2,048
+261
| +15% | +$9.3K | ﹤0.01% | 1560 |
|
|
2016
Q2 | $60K | Sell |
1,787
-137
| -7% | -$4.6K | ﹤0.01% | 1651 |
|
|
2016
Q1 | $64K | Sell |
1,924
-703
| -27% | -$23.4K | 0.01% | 857 |
|
|
2015
Q4 | $97K | Buy |
+2,627
| New | +$97K | 0.01% | 1184 |
|