Lindbrook 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
Q1 | $130K | Buy |
6,730
+5,038
| +298% | +$97K | 0.01% | 565 |
|
|
2024
Q4 | $34.3K | Buy |
1,692
+354
| +26% | +$7.18K | ﹤0.01% | 978 |
|
|
2024
Q3 | $27K | Sell |
1,338
-701
| -34% | -$14.1K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $45.6K | Buy |
2,039
+919
| +82% | +$20.5K | ﹤0.01% | 835 |
|
|
2024
Q1 | $31.5K | Buy |
1,120
+11
| +1% | +$309 | ﹤0.01% | 986 |
|
|
2023
Q4 | $33K | Buy |
1,109
+121
| +12% | +$3.61K | ﹤0.01% | 935 |
|
|
2023
Q3 | $24.3K | Sell |
988
-69
| -7% | -$1.7K | ﹤0.01% | 974 |
|
|
2023
Q2 | $28.2K | Sell |
1,057
-43
| -4% | -$1.15K | ﹤0.01% | 926 |
|
|
2023
Q1 | $29.6K | Sell |
1,100
-40
| -4% | -$1.08K | ﹤0.01% | 892 |
|
|
2022
Q4 | $30.1K | Sell |
1,140
-2
| -0.2% | -$53 | ﹤0.01% | 882 |
|
|
2022
Q3 | $25K | Buy |
1,142
+183
| +19% | +$4.01K | ﹤0.01% | 887 |
|
|
2022
Q2 | $22K | Buy |
959
+661
| +222% | +$15.2K | ﹤0.01% | 927 |
|
|
2022
Q1 | $8K | Sell |
298
-9,020
| -97% | -$242K | ﹤0.01% | 1362 |
|
|
2021
Q4 | $312K | Buy |
9,318
+8,896
| +2,108% | +$298K | 0.05% | 218 |
|
|
2021
Q3 | $13K | Hold |
422
| – | – | ﹤0.01% | 893 |
|
|
2021
Q2 | $13K | Hold |
422
| – | – | ﹤0.01% | 926 |
|
|
2021
Q1 | $12K | Hold |
422
| – | – | ﹤0.01% | 930 |
|
|
2020
Q4 | $11K | Hold |
422
| – | – | ﹤0.01% | 856 |
|
|
2020
Q3 | $9K | Hold |
422
| – | – | ﹤0.01% | 857 |
|
|
2020
Q2 | $9K | Buy |
422
+167
| +65% | +$3.56K | ﹤0.01% | 856 |
|
|
2020
Q1 | $4K | Buy |
255
+63
| +33% | +$988 | ﹤0.01% | 1063 |
|
|
2019
Q4 | $5K | Buy |
192
+142
| +284% | +$3.7K | ﹤0.01% | 1091 |
|
|
2019
Q3 | $1K | Sell |
50
-532
| -91% | -$10.6K | ﹤0.01% | 1334 |
|
|
2019
Q2 | $20K | Hold |
582
| – | – | 0.01% | 692 |
|
|
2019
Q1 | $19K | Hold |
582
| – | – | 0.01% | 705 |
|
|
2018
Q4 | $17K | Buy |
+582
| New | +$17K | 0.01% | 659 |
|