JFS Wealth Advisors’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 | $8.16K | Buy |
342
+303
| +777% | +$7.23K | ﹤0.01% | 932 |
|
|
2025
Q1 | $751 | Sell |
39
-70
| -64% | -$1.35K | ﹤0.01% | 1704 |
|
|
2024
Q4 | $2.21K | Sell |
109
-168
| -61% | -$3.41K | ﹤0.01% | 1436 |
|
|
2024
Q3 | $5.58K | Buy |
277
+15
| +6% | +$302 | ﹤0.01% | 1083 |
|
|
2024
Q2 | $5.86K | Sell |
262
-52
| -17% | -$1.16K | ﹤0.01% | 1002 |
|
|
2024
Q1 | $8.83K | Hold |
314
| – | – | ﹤0.01% | 863 |
|
|
2023
Q4 | $9.36K | Buy |
314
+33
| +12% | +$983 | ﹤0.01% | 794 |
|
|
2023
Q3 | $6.91K | Hold |
281
| – | – | ﹤0.01% | 860 |
|
|
2023
Q2 | $7.51K | Sell |
281
-19
| -6% | -$508 | ﹤0.01% | 829 |
|
|
2023
Q1 | $8.08K | Sell |
300
-16
| -5% | -$431 | ﹤0.01% | 794 |
|
|
2022
Q4 | $8.34K | Buy |
316
+19
| +6% | +$501 | ﹤0.01% | 776 |
|
|
2022
Q3 | $6K | Buy |
297
+1
| +0.3% | +$20 | ﹤0.01% | 893 |
|
|
2022
Q2 | $7K | Buy |
296
+113
| +62% | +$2.67K | ﹤0.01% | 857 |
|
|
2022
Q1 | $5K | Buy |
183
+88
| +93% | +$2.4K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 914 |
|
|
2016
Q2 | – | Sell |
-14
| Closed | -$1K | – | 514 |
|
|
2016
Q1 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 556 |
|
|
2015
Q3 | – | Sell |
-53
| Closed | -$3K | – | 482 |
|
|
2015
Q2 | $3K | Sell |
53
-134
| -72% | -$7.59K | ﹤0.01% | 440 |
|
|
2015
Q1 | $10K | Hold |
187
| – | – | ﹤0.01% | 357 |
|
|
2014
Q4 | $10K | Buy |
187
+1
| +0.5% | +$53 | ﹤0.01% | 369 |
|
|
2014
Q3 | $10K | Buy |
186
+2
| +1% | +$108 | ﹤0.01% | 334 |
|
|
2014
Q2 | $11K | Buy |
+184
| New | +$11K | ﹤0.01% | 317 |
|