Insight Folios’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $770K | Buy |
38,217
+267
| +0.7% | +$5.38K | 0.28% | 45 |
|
|
2024
Q2 | $848K | Sell |
37,950
-3,014
| -7% | -$67.4K | 0.35% | 39 |
|
|
2024
Q1 | $1.15M | Sell |
40,964
-3,781
| -8% | -$106K | 0.47% | 36 |
|
|
2023
Q4 | $1.33M | Sell |
44,745
-586
| -1% | -$17.5K | 0.58% | 32 |
|
|
2023
Q3 | $1.11M | Sell |
45,331
-7,002
| -13% | -$172K | 0.54% | 33 |
|
|
2023
Q2 | $1.4M | Sell |
52,333
-5,952
| -10% | -$159K | 0.59% | 33 |
|
|
2023
Q1 | $1.57M | Sell |
58,285
-21,673
| -27% | -$584K | 0.7% | 33 |
|
|
2022
Q4 | $2.11M | Sell |
79,958
-136,270
| -63% | -$3.59M | 0.95% | 33 |
|
|
2022
Q3 | $4.65M | Buy |
216,228
+1,144
| +0.5% | +$24.6K | 2.37% | 24 |
|
|
2022
Q2 | $5.01M | Buy |
215,084
+18,558
| +9% | +$432K | 2.38% | 25 |
|
|
2022
Q1 | $5.49M | Buy |
196,526
+13,505
| +7% | +$377K | 2.45% | 23 |
|
|
2021
Q4 | $6.13M | Buy |
183,021
+1,728
| +1% | +$57.9K | 2.87% | 4 |
|
|
2021
Q3 | $5.39M | Buy |
181,293
+5,364
| +3% | +$159K | 2.97% | 6 |
|
|
2021
Q2 | $5.63M | Buy |
175,929
+3,754
| +2% | +$120K | 3.31% | 8 |
|
|
2021
Q1 | $5.1M | Sell |
172,175
-1,921
| -1% | -$56.9K | 3.49% | 9 |
|
|
2020
Q4 | $4.35M | Buy |
174,096
+10,400
| +6% | +$260K | 3.23% | 10 |
|
|
2020
Q3 | $3.33M | Buy |
163,696
+13,407
| +9% | +$273K | 3.09% | 11 |
|
|
2020
Q2 | $3.15M | Buy |
+150,289
| New | +$3.15M | 3.03% | 12 |
|