LMG Wealth Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-101,365
| Closed | -$2.85M | – | 123 |
|
|
2024
Q1 | $2.85M | Buy |
101,365
+17,916
| +21% | +$504K | 0.72% | 43 |
|
|
2023
Q4 | $2.49M | Buy |
83,449
+9,400
| +13% | +$280K | 0.69% | 42 |
|
|
2023
Q3 | $1.82M | Buy |
74,049
+42,514
| +135% | +$1.04M | 0.55% | 52 |
|
|
2023
Q2 | $842K | Buy |
31,535
+16,349
| +108% | +$437K | 0.26% | 67 |
|
|
2023
Q1 | $409K | Buy |
15,186
+4,869
| +47% | +$131K | 0.13% | 82 |
|
|
2022
Q4 | $307K | Buy |
+10,317
| New | +$307K | 0.1% | 88 |
|