Lido 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 | $308K | Buy |
+12,835
| New | +$308K | ﹤0.01% | 1197 |
|
|
2024
Q2 | – | Sell |
-31,755
| Closed | -$902K | – | 1224 |
|
|
2024
Q1 | $902K | Buy |
+31,755
| New | +$902K | 0.01% | 633 |
|
|
2023
Q3 | – | Sell |
-61,460
| Closed | -$1.64M | – | 1038 |
|
|
2023
Q2 | $1.64M | Buy |
+61,460
| New | +$1.64M | 0.01% | 378 |
|
|
2022
Q3 | – | Sell |
-42,816
| Closed | -$998K | – | 839 |
|
|
2022
Q2 | $998K | Sell |
42,816
-13,604
| -24% | -$317K | 0.01% | 318 |
|
|
2022
Q1 | $1.58M | Buy |
56,420
+12,004
| +27% | +$335K | 0.02% | 267 |
|
|
2021
Q4 | $1.49M | Sell |
44,416
-1,536
| -3% | -$51.4K | 0.02% | 298 |
|
|
2021
Q3 | $1.37M | Buy |
45,952
+3,258
| +8% | +$96.8K | 0.02% | 305 |
|
|
2021
Q2 | $1.38M | Sell |
42,694
-964
| -2% | -$31.1K | 0.02% | 282 |
|
|
2021
Q1 | $1.31M | Buy |
43,658
+3,161
| +8% | +$94.5K | 0.02% | 263 |
|
|
2020
Q4 | $1.02M | Buy |
+40,497
| New | +$1.02M | 0.02% | 281 |
|