MML Investors Services’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 | $365K | Sell |
15,307
-213
| -1% | -$5.08K | ﹤0.01% | 2298 |
|
2025
Q1 | $299K | Sell |
15,520
-2,834
| -15% | -$54.6K | ﹤0.01% | 2316 |
|
2024
Q4 | $372K | Buy |
18,354
+4,897
| +36% | +$99.3K | ﹤0.01% | 2124 |
|
2024
Q3 | $271K | Buy |
13,457
+1,066
| +9% | +$21.5K | ﹤0.01% | 2243 |
|
2024
Q2 | $277K | Sell |
12,391
-1,841
| -13% | -$41.2K | ﹤0.01% | 2133 |
|
2024
Q1 | $400K | Sell |
14,232
-1,303
| -8% | -$36.6K | ﹤0.01% | 1924 |
|
2023
Q4 | $463K | Sell |
15,535
-860
| -5% | -$25.6K | ﹤0.01% | 1797 |
|
2023
Q3 | $403K | Buy |
16,395
+3,377
| +26% | +$83K | ﹤0.01% | 1751 |
|
2023
Q2 | $348K | Buy |
13,018
+2,876
| +28% | +$76.9K | ﹤0.01% | 1850 |
|
2023
Q1 | $273K | Sell |
10,142
-4,650
| -31% | -$125K | ﹤0.01% | 1728 |
|
2022
Q4 | $390K | Buy |
14,792
+1,405
| +10% | +$37K | ﹤0.01% | 1624 |
|
2022
Q3 | $288K | Buy |
13,387
+2,028
| +18% | +$43.6K | ﹤0.01% | 1705 |
|
2022
Q2 | $265K | Buy |
11,359
+1,023
| +10% | +$23.9K | ﹤0.01% | 1743 |
|
2022
Q1 | $289K | Buy |
10,336
+1,883
| +22% | +$52.7K | ﹤0.01% | 1747 |
|
2021
Q4 | $283K | Buy |
8,453
+728
| +9% | +$24.4K | ﹤0.01% | 1732 |
|
2021
Q3 | $230K | Buy |
7,725
+129
| +2% | +$3.84K | ﹤0.01% | 1790 |
|
2021
Q2 | $243K | Buy |
7,596
+152
| +2% | +$4.86K | ﹤0.01% | 1727 |
|
2021
Q1 | $220K | Buy |
+7,444
| New | +$220K | ﹤0.01% | 1675 |
|
2019
Q3 | – | Sell |
-40,380
| Closed | -$1.41M | – | 1481 |
|
2019
Q2 | $1.41M | Buy |
40,380
+32,061
| +385% | +$1.12M | 0.02% | 599 |
|
2019
Q1 | $276K | Buy |
8,319
+700
| +9% | +$23.2K | ﹤0.01% | 1304 |
|
2018
Q4 | $226K | Buy |
+7,619
| New | +$226K | ﹤0.01% | 1308 |
|
2017
Q4 | – | Sell |
-12,584
| Closed | -$560K | – | 1398 |
|
2017
Q3 | $560K | Sell |
12,584
-25
| -0.2% | -$1.11K | 0.01% | 737 |
|
2017
Q2 | $565K | Sell |
12,609
-467
| -4% | -$20.9K | 0.01% | 720 |
|
2017
Q1 | $551K | Buy |
+13,076
| New | +$551K | 0.01% | 422 |
|