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 |
|