Kinloch Capital’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 | $3.8M | Buy |
159,289
+2,850
| +2% | +$68K | 1.77% | 24 |
|
|
2025
Q1 | $3.01M | Buy |
156,439
+40,910
| +35% | +$788K | 1.44% | 47 |
|
|
2024
Q4 | $2.34M | Sell |
115,529
-10,444
| -8% | -$212K | 1.17% | 43 |
|
|
2024
Q3 | $2.54M | Sell |
125,973
-1,930
| -2% | -$38.9K | 1.23% | 46 |
|
|
2024
Q2 | $2.86M | Sell |
127,903
-895
| -0.7% | -$20K | 1.49% | 39 |
|
|
2024
Q1 | $3.62M | Buy |
128,798
+19,817
| +18% | +$557K | 1.86% | 25 |
|
|
2023
Q4 | $3.25M | Sell |
108,981
-8,320
| -7% | -$248K | 2.06% | 18 |
|
|
2023
Q3 | $2.88M | Sell |
117,301
-1,943
| -2% | -$47.8K | 1.81% | 28 |
|
|
2023
Q2 | $3.19M | Sell |
119,244
-746
| -0.6% | -$19.9K | 1.9% | 25 |
|
|
2023
Q1 | $3.23M | Buy |
119,990
+20,904
| +21% | +$563K | 1.89% | 26 |
|
|
2022
Q4 | $2.61M | Buy |
99,086
+3,547
| +4% | +$93.6K | 1.52% | 34 |
|
|
2022
Q3 | $2.06M | Buy |
95,539
+4,222
| +5% | +$90.9K | 1.36% | 38 |
|
|
2022
Q2 | $2.13M | Buy |
91,317
+8,888
| +11% | +$207K | 1.37% | 41 |
|
|
2022
Q1 | $2.3M | Buy |
82,429
+4,182
| +5% | +$117K | 1.38% | 42 |
|
|
2021
Q4 | $2.62M | Sell |
78,247
-16,613
| -18% | -$556K | 1.62% | 38 |
|
|
2021
Q3 | $2.82M | Buy |
94,860
+5,973
| +7% | +$178K | 1.99% | 13 |
|
|
2021
Q2 | $2.84M | Sell |
88,887
-549
| -0.6% | -$17.6K | 2.04% | 11 |
|
|
2021
Q1 | $2.65M | Buy |
89,436
+2,742
| +3% | +$81.2K | 2.03% | 12 |
|
|
2020
Q4 | $2.17M | Buy |
+86,694
| New | +$2.17M | 1.83% | 16 |
|