Inspire Investing’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-14,994
| Closed | -$447K | – | 799 |
|
|
2023
Q4 | $447K | Buy |
14,994
+52
| +0.3% | +$1.55K | 0.05% | 305 |
|
|
2023
Q3 | $367K | Buy |
14,942
+244
| +2% | +$6K | 0.05% | 300 |
|
|
2023
Q2 | $393K | Buy |
+14,698
| New | +$393K | 0.05% | 344 |
|
|
2022
Q4 | – | Sell |
-13,648
| Closed | -$294K | – | 746 |
|
|
2022
Q3 | $294K | Buy |
+13,648
| New | +$294K | 0.04% | 243 |
|
|
2021
Q3 | – | Sell |
-31,617
| Closed | -$1.01M | – | 809 |
|
|
2021
Q2 | $1.01M | Buy |
31,617
+13,203
| +72% | +$422K | 0.13% | 167 |
|
|
2021
Q1 | $545K | Sell |
18,414
-1,716
| -9% | -$50.8K | 0.08% | 257 |
|
|
2020
Q4 | $503K | Sell |
20,130
-35,879
| -64% | -$897K | 0.11% | 161 |
|
|
2020
Q3 | $1.14M | Buy |
56,009
+32,499
| +138% | +$661K | 0.31% | 72 |
|
|
2020
Q2 | $493K | Sell |
23,510
-2,165
| -8% | -$45.4K | 0.17% | 92 |
|
|
2020
Q1 | $429K | Buy |
25,675
+335
| +1% | +$5.6K | 0.17% | 114 |
|
|
2019
Q4 | $658K | Buy |
25,340
+5,847
| +30% | +$152K | 0.24% | 111 |
|
|
2019
Q3 | $563K | Buy |
19,493
+1,970
| +11% | +$56.9K | 0.21% | 136 |
|
|
2019
Q2 | $610K | Buy |
17,523
+1,048
| +6% | +$36.5K | 0.26% | 96 |
|
|
2019
Q1 | $546K | Buy |
16,475
+5,550
| +51% | +$184K | 0.25% | 102 |
|
|
2018
Q4 | $324K | Buy |
10,925
+339
| +3% | +$10.1K | 0.22% | 114 |
|
|
2018
Q3 | $322K | Buy |
10,586
+458
| +5% | +$13.9K | 0.2% | 129 |
|
|
2018
Q2 | $325K | Buy |
10,128
+2,187
| +28% | +$70.2K | 0.23% | 112 |
|
|
2018
Q1 | $275K | Buy |
7,941
+2,534
| +47% | +$87.8K | 0.28% | 80 |
|
|
2017
Q4 | $234K | Buy |
+5,407
| New | +$234K | 0.2% | 56 |
|