Keystone Financial Planning’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 | $2.52M | Sell |
105,710
-2,284
| -2% | -$54.5K | 0.76% | 24 |
|
|
2025
Q1 | $2.08M | Hold |
107,994
| – | – | 0.62% | 29 |
|
|
2024
Q4 | $2.19M | Sell |
107,994
-292
| -0.3% | -$5.93K | 0.68% | 28 |
|
|
2024
Q3 | $2.18M | Hold |
108,286
| – | – | 0.66% | 29 |
|
|
2024
Q2 | $2.42M | Sell |
108,286
-3,942
| -4% | -$88.1K | 0.8% | 25 |
|
|
2024
Q1 | $3.15M | Sell |
112,228
-6,795
| -6% | -$191K | 1.02% | 24 |
|
|
2023
Q4 | $3.55M | Hold |
119,023
| – | – | 1.17% | 23 |
|
|
2023
Q3 | $2.93M | Hold |
119,023
| – | – | 1.02% | 25 |
|
|
2023
Q2 | $3.18M | Buy |
119,023
+4,934
| +4% | +$132K | 1.06% | 24 |
|
|
2023
Q1 | $3.07M | Sell |
114,089
-2,889
| -2% | -$77.8K | 1.05% | 25 |
|
|
2022
Q4 | $3.09M | Sell |
116,978
-318
| -0.3% | -$8.39K | 1.04% | 26 |
|
|
2022
Q3 | $2.52M | Buy |
117,296
+4,171
| +4% | +$89.8K | 0.97% | 26 |
|
|
2022
Q2 | $2.64M | Sell |
113,125
-1,932
| -2% | -$45K | 0.93% | 30 |
|
|
2022
Q1 | $3.21M | Sell |
115,057
-744
| -0.6% | -$20.8K | 1.07% | 27 |
|
|
2021
Q4 | $3.88M | Sell |
115,801
-217,539
| -65% | -$7.29M | 1.32% | 25 |
|
|
2021
Q3 | $9.91M | Buy |
333,340
+2,742
| +0.8% | +$81.5K | 3.6% | 4 |
|
|
2021
Q2 | $10.6M | Sell |
330,598
-9,436
| -3% | -$302K | 3.83% | 3 |
|
|
2021
Q1 | $10.1M | Hold |
340,034
| – | – | 3.75% | 2 |
|
|
2020
Q4 | $8.5M | Sell |
340,034
-216
| -0.1% | -$5.4K | 3.53% | 4 |
|
|
2020
Q3 | $6.92M | Sell |
340,250
-135
| -0% | -$2.75K | 3.35% | 9 |
|
|
2020
Q2 | $7.14M | Buy |
340,385
+20,096
| +6% | +$421K | 3.52% | 10 |
|
|
2020
Q1 | $5.35M | Buy |
320,289
+92,006
| +40% | +$1.54M | 3.06% | 16 |
|
|
2019
Q4 | $5.93M | Buy |
228,283
+207,528
| +1,000% | +$5.39M | 2.65% | 20 |
|
|
2019
Q3 | $599K | Sell |
20,755
-201
| -1% | -$5.8K | 0.29% | 41 |
|
|
2019
Q2 | $729K | Sell |
20,956
-22,115
| -51% | -$769K | 0.36% | 42 |
|
|
2019
Q1 | $1.43M | Sell |
43,071
-1,880
| -4% | -$62.3K | 0.7% | 38 |
|
|
2018
Q4 | $1.33M | Sell |
44,951
-1,669
| -4% | -$49.5K | 0.74% | 35 |
|
|
2018
Q3 | $1.42M | Buy |
46,620
+30,236
| +185% | +$920K | 0.72% | 36 |
|
|
2018
Q2 | $525K | Buy |
+16,384
| New | +$525K | 0.29% | 40 |
|