Ironwood Investment Counsel’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 | $1M | Buy |
41,934
+1,806
| +5% | +$43.1K | 0.15% | 120 |
|
|
2025
Q1 | $772K | Buy |
40,128
+2,632
| +7% | +$50.7K | 0.13% | 130 |
|
|
2024
Q4 | $761K | Buy |
37,496
+1,034
| +3% | +$21K | 0.13% | 133 |
|
|
2024
Q3 | $735K | Buy |
36,462
+2,076
| +6% | +$41.8K | 0.12% | 139 |
|
|
2024
Q2 | $769K | Sell |
34,386
-720
| -2% | -$16.1K | 0.14% | 131 |
|
|
2024
Q1 | $987K | Sell |
35,106
-112
| -0.3% | -$3.15K | 0.17% | 116 |
|
|
2023
Q4 | $1.05M | Sell |
35,218
-6,740
| -16% | -$201K | 0.2% | 113 |
|
|
2023
Q3 | $4.32M | Sell |
41,958
-771
| -2% | -$79.4K | 0.91% | 34 |
|
|
2023
Q2 | $1.14M | Buy |
42,729
+212
| +0.5% | +$5.66K | 0.26% | 85 |
|
|
2023
Q1 | $1.15M | Sell |
42,517
-29
| -0.1% | -$781 | 0.27% | 85 |
|
|
2022
Q4 | $1.12M | Buy |
42,546
+956
| +2% | +$25.2K | 0.27% | 90 |
|
|
2022
Q3 | $895K | Buy |
41,590
+1,788
| +4% | +$38.5K | 0.26% | 90 |
|
|
2022
Q2 | $927K | Buy |
39,802
+3,148
| +9% | +$73.3K | 0.26% | 87 |
|
|
2022
Q1 | $1.02M | Buy |
36,654
+633
| +2% | +$17.7K | 0.25% | 87 |
|
|
2021
Q4 | $1.21M | Buy |
36,021
+205
| +0.6% | +$6.86K | 0.28% | 80 |
|
|
2021
Q3 | $1.06M | Buy |
35,816
+567
| +2% | +$16.8K | 0.27% | 78 |
|
|
2021
Q2 | $1.13M | Buy |
35,249
+1,196
| +4% | +$38.2K | 0.3% | 76 |
|
|
2021
Q1 | $1.01M | Sell |
34,053
-103,063
| -75% | -$3.05M | 0.29% | 75 |
|
|
2020
Q4 | $3.43M | Buy |
137,116
+8,402
| +7% | +$210K | 0.78% | 39 |
|
|
2020
Q3 | $2.62M | Buy |
128,714
+8,164
| +7% | +$166K | 0.71% | 44 |
|
|
2020
Q2 | $2.53M | Buy |
120,550
+34,215
| +40% | +$717K | 0.77% | 39 |
|
|
2020
Q1 | $1.44M | Buy |
+86,335
| New | +$1.44M | 0.57% | 56 |
|