Kingsview Wealth Management’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 | $659K | Buy |
+27,634
| New | +$659K | 0.01% | 679 |
|
|
2023
Q3 | – | Sell |
-19,108
| Closed | -$510K | – | 934 |
|
|
2023
Q2 | $510K | Buy |
19,108
+652
| +4% | +$17.4K | 0.02% | 585 |
|
|
2023
Q1 | $497K | Buy |
+18,456
| New | +$497K | 0.02% | 578 |
|
|
2021
Q2 | – | Sell |
-10,018
| Closed | -$302K | – | 865 |
|
|
2021
Q1 | $302K | Buy |
10,018
+1,442
| +17% | +$43.5K | 0.02% | 636 |
|
|
2020
Q4 | $214K | Sell |
8,576
-27,797
| -76% | -$694K | 0.02% | 631 |
|
|
2020
Q3 | $740K | Buy |
36,373
+10,283
| +39% | +$209K | 0.07% | 281 |
|
|
2020
Q2 | $547K | Buy |
+26,090
| New | +$547K | 0.05% | 312 |
|
|
2020
Q1 | – | Sell |
-9,548
| Closed | -$248K | – | 468 |
|
|
2019
Q4 | $248K | Buy |
+9,548
| New | +$248K | 0.03% | 400 |
|