MV Capital 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 | $859 | Sell |
36
-31
| -46% | -$740 | ﹤0.01% | 790 |
|
|
2025
Q1 | $1.29K | Buy |
67
+37
| +123% | +$712 | ﹤0.01% | 734 |
|
|
2024
Q4 | $609 | Sell |
30
-77
| -72% | -$1.56K | ﹤0.01% | 792 |
|
|
2024
Q3 | $2.16K | Sell |
107
-72
| -40% | -$1.45K | ﹤0.01% | 692 |
|
|
2024
Q2 | $4K | Sell |
179
-22
| -11% | -$492 | ﹤0.01% | 621 |
|
|
2024
Q1 | $5.65K | Sell |
201
-5
| -2% | -$141 | ﹤0.01% | 592 |
|
|
2023
Q4 | $6.14K | Buy |
206
+18
| +10% | +$536 | ﹤0.01% | 580 |
|
|
2023
Q3 | $4.62K | Hold |
188
| – | – | ﹤0.01% | 595 |
|
|
2023
Q2 | $5.02K | Sell |
188
-21
| -10% | -$561 | ﹤0.01% | 591 |
|
|
2023
Q1 | $5.63K | Buy |
209
+21
| +11% | +$566 | ﹤0.01% | 581 |
|
|
2022
Q4 | $4.96K | Buy |
188
+29
| +18% | +$765 | ﹤0.01% | 554 |
|
|
2022
Q3 | $3K | Buy |
159
+14
| +10% | +$264 | ﹤0.01% | 580 |
|
|
2022
Q2 | $3K | Buy |
145
+92
| +174% | +$1.9K | ﹤0.01% | 593 |
|
|
2022
Q1 | $1K | Sell |
53
-58
| -52% | -$1.09K | ﹤0.01% | 668 |
|
|
2021
Q4 | $4K | Buy |
111
+83
| +296% | +$2.99K | ﹤0.01% | 609 |
|
|
2021
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 684 |
|
|
2020
Q2 | – | Sell |
-89
| Closed | -$1K | – | 281 |
|
|
2020
Q1 | $1K | Sell |
89
-332
| -79% | -$3.73K | ﹤0.01% | 320 |
|
|
2019
Q4 | $11K | Sell |
421
-32
| -7% | -$836 | ﹤0.01% | 238 |
|
|
2019
Q3 | $13K | Hold |
453
| – | – | ﹤0.01% | 218 |
|
|
2019
Q2 | $16K | Buy |
453
+63
| +16% | +$2.23K | ﹤0.01% | 208 |
|
|
2019
Q1 | $13K | Buy |
390
+289
| +286% | +$9.63K | ﹤0.01% | 210 |
|
|
2018
Q4 | $3K | Buy |
101
+67
| +197% | +$1.99K | ﹤0.01% | 287 |
|
|
2018
Q3 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 343 |
|
|
2017
Q3 | – | Sell |
-159
| Closed | -$7K | – | 360 |
|
|
2017
Q2 | $7K | Hold |
159
| – | – | ﹤0.01% | 272 |
|
|
2017
Q1 | $7K | Hold |
159
| – | – | ﹤0.01% | 265 |
|
|
2016
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 269 |
|
|
2016
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 264 |
|
|
2016
Q2 | $5K | Hold |
159
| – | – | ﹤0.01% | 269 |
|
|
2016
Q1 | $6K | Hold |
159
| – | – | ﹤0.01% | 248 |
|
|
2015
Q4 | $6K | Hold |
159
| – | – | ﹤0.01% | 263 |
|
|
2015
Q3 | $6K | Hold |
159
| – | – | ﹤0.01% | 252 |
|
|
2015
Q2 | $8K | Hold |
159
| – | – | ﹤0.01% | 316 |
|
|
2015
Q1 | $8K | Hold |
159
| – | – | ﹤0.01% | 306 |
|
|
2014
Q4 | $9K | Buy |
+159
| New | +$9K | ﹤0.01% | 297 |
|