InceptionR’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
-59,654
Closed -$1.21M 558
2024
Q4
$1.21M Buy
+59,654
New +$1.21M 0.27% 117
2024
Q3
Sell
-61,346
Closed -$1.37M 643
2024
Q2
$1.37M Buy
+61,346
New +$1.37M 0.39% 49
2023
Q2
Sell
-30,887
Closed -$832K 424
2023
Q1
$832K Buy
+30,887
New +$832K 0.27% 134