Moloney Securities Asset Management’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 | $800K | Buy |
33,549
+13,822
| +70% | +$330K | 0.1% | 211 |
|
|
2025
Q1 | $380K | Buy |
19,727
+4,359
| +28% | +$83.9K | 0.05% | 303 |
|
|
2024
Q4 | $312K | Buy |
15,368
+1,784
| +13% | +$36.2K | 0.04% | 338 |
|
|
2024
Q3 | $274K | Buy |
13,584
+1,838
| +16% | +$37K | 0.04% | 381 |
|
|
2024
Q2 | $263K | Buy |
11,746
+1,075
| +10% | +$24K | 0.04% | 373 |
|
|
2024
Q1 | $300K | Sell |
10,671
-602
| -5% | -$16.9K | 0.05% | 343 |
|
|
2023
Q4 | $336K | Buy |
11,273
+667
| +6% | +$19.9K | 0.05% | 319 |
|
|
2023
Q3 | $261K | Buy |
10,606
+793
| +8% | +$19.5K | 0.05% | 336 |
|
|
2023
Q2 | $262K | Sell |
9,813
-7,220
| -42% | -$193K | 0.05% | 333 |
|
|
2023
Q1 | $459K | Buy |
17,033
+1,726
| +11% | +$46.5K | 0.09% | 252 |
|
|
2022
Q4 | $404K | Buy |
15,307
+3,217
| +27% | +$84.9K | 0.09% | 250 |
|
|
2022
Q3 | $260K | Buy |
12,090
+1,590
| +15% | +$34.2K | 0.06% | 291 |
|
|
2022
Q2 | $245K | Hold |
10,500
| – | – | 0.06% | 304 |
|
|
2022
Q1 | $293K | Hold |
10,500
| – | – | 0.06% | 303 |
|
|
2021
Q4 | $352K | Hold |
10,500
| – | – | 0.06% | 290 |
|
|
2021
Q3 | $312K | Hold |
10,500
| – | – | 0.06% | 314 |
|
|
2021
Q2 | $336K | Sell |
10,500
-500
| -5% | -$16K | 0.06% | 300 |
|
|
2021
Q1 | $326K | Hold |
11,000
| – | – | 0.06% | 293 |
|
|
2020
Q4 | $275K | Sell |
11,000
-5,000
| -31% | -$125K | 0.06% | 298 |
|
|
2020
Q3 | $326K | Buy |
16,000
+5,000
| +45% | +$102K | 0.09% | 227 |
|
|
2020
Q2 | $231K | Buy |
+11,000
| New | +$231K | 0.07% | 254 |
|