Independent Advisor Alliance’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 | $902K | Sell |
37,827
-2,042
| -5% | -$48.7K | 0.03% | 439 |
|
|
2025
Q1 | $768K | Sell |
39,869
-5,053
| -11% | -$97.3K | 0.03% | 419 |
|
|
2024
Q4 | $911K | Sell |
44,922
-26,540
| -37% | -$539K | 0.01% | 751 |
|
|
2024
Q3 | $1.44M | Buy |
71,462
+7,128
| +11% | +$144K | 0.05% | 267 |
|
|
2024
Q2 | $1.44M | Buy |
64,334
+16,800
| +35% | +$375K | 0.05% | 269 |
|
|
2024
Q1 | $1.34M | Sell |
47,534
-33
| -0.1% | -$928 | 0.05% | 276 |
|
|
2023
Q4 | $1.42M | Sell |
47,567
-9,033
| -16% | -$269K | 0.05% | 261 |
|
|
2023
Q3 | $1.39M | Buy |
56,600
+109
| +0.2% | +$2.68K | 0.06% | 243 |
|
|
2023
Q2 | $1.51M | Buy |
56,491
+1,422
| +3% | +$38K | 0.07% | 244 |
|
|
2023
Q1 | $1.48M | Buy |
55,069
+1,441
| +3% | +$38.8K | 0.07% | 230 |
|
|
2022
Q4 | $1.42K | Buy |
53,628
+816
| +2% | +$22 | ﹤0.01% | 278 |
|
|
2022
Q3 | $1.14M | Buy |
52,812
+12,073
| +30% | +$260K | 0.07% | 242 |
|
|
2022
Q2 | $950K | Buy |
40,739
+11,113
| +38% | +$259K | 0.05% | 279 |
|
|
2022
Q1 | $827K | Buy |
29,626
+4,041
| +16% | +$113K | 0.04% | 308 |
|
|
2021
Q4 | $857K | Buy |
25,585
+10,064
| +65% | +$337K | 0.04% | 302 |
|
|
2021
Q3 | $461K | Sell |
15,521
-48
| -0.3% | -$1.43K | 0.03% | 403 |
|
|
2021
Q2 | $498K | Buy |
+15,569
| New | +$498K | 0.03% | 394 |
|