Larson Financial Group’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 | $22.1K | Sell |
926
-65
| -7% | -$1.55K | ﹤0.01% | 1438 |
|
|
2025
Q1 | $19.1K | Sell |
991
-473
| -32% | -$9.1K | ﹤0.01% | 1383 |
|
|
2024
Q4 | $29.7K | Sell |
1,464
-315
| -18% | -$6.39K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $35.9K | Buy |
1,779
+1,277
| +254% | +$25.7K | ﹤0.01% | 1000 |
|
|
2024
Q2 | $11.2K | Sell |
502
-10
| -2% | -$224 | ﹤0.01% | 1221 |
|
|
2024
Q1 | $14.4K | Sell |
512
-197
| -28% | -$5.54K | ﹤0.01% | 960 |
|
|
2023
Q4 | $21.1K | Buy |
709
+26
| +4% | +$775 | ﹤0.01% | 839 |
|
|
2023
Q3 | $16.8K | Sell |
683
-11,574
| -94% | -$284K | ﹤0.01% | 866 |
|
|
2023
Q2 | $327K | Buy |
12,257
+177
| +1% | +$4.73K | 0.03% | 245 |
|
|
2023
Q1 | $325K | Sell |
12,080
-66
| -0.5% | -$1.78K | 0.04% | 248 |
|
|
2022
Q4 | $320K | Buy |
12,146
+676
| +6% | +$17.8K | 0.04% | 241 |
|
|
2022
Q3 | $247K | Buy |
11,470
+9,261
| +419% | +$199K | 0.04% | 251 |
|
|
2022
Q2 | $51K | Buy |
+2,209
| New | +$51K | 0.01% | 362 |
|
|
2020
Q1 | – | Sell |
-54
| Closed | -$1K | – | 539 |
|
|
2019
Q4 | $1K | Hold |
54
| – | – | ﹤0.01% | 488 |
|
|
2019
Q3 | $2K | Hold |
54
| – | – | ﹤0.01% | 428 |
|
|
2019
Q2 | $2K | Hold |
54
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $2K | Hold |
54
| – | – | ﹤0.01% | 369 |
|
|
2018
Q4 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 346 |
|