Newbridge Financial Services Group’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 | $2.63K | Buy |
110
+2
| +2% | +$48 | ﹤0.01% | 1111 |
|
|
2025
Q1 | $2.09K | Sell |
108
-285
| -73% | -$5.51K | ﹤0.01% | 887 |
|
|
2024
Q4 | $7.97K | Buy |
+393
| New | +$7.97K | ﹤0.01% | 781 |
|
|
2024
Q3 | – | Sell |
-390
| Closed | -$8.71K | – | 701 |
|
|
2024
Q2 | $8.71K | Buy |
390
+2
| +0.5% | +$45 | ﹤0.01% | 740 |
|
|
2024
Q1 | $10.9K | Sell |
388
-206
| -35% | -$5.8K | ﹤0.01% | 748 |
|
|
2023
Q4 | $17.7K | Sell |
594
-314
| -35% | -$9.36K | 0.01% | 616 |
|
|
2023
Q3 | $22.3K | Sell |
908
-86
| -9% | -$2.11K | 0.01% | 618 |
|
|
2023
Q2 | $26.6K | Buy |
994
+11
| +1% | +$294 | 0.01% | 611 |
|
|
2023
Q1 | $26.5K | Sell |
983
-1,854
| -65% | -$50K | 0.01% | 629 |
|
|
2022
Q4 | $74.8K | Buy |
2,837
+1,595
| +128% | +$42.1K | 0.04% | 367 |
|
|
2022
Q3 | $27K | Buy |
1,242
+1,000
| +413% | +$21.7K | 0.02% | 601 |
|
|
2022
Q2 | $6K | Hold |
242
| – | – | ﹤0.01% | 965 |
|
|
2022
Q1 | $7K | Hold |
242
| – | – | ﹤0.01% | 1012 |
|
|
2021
Q4 | $8K | Buy |
+242
| New | +$8K | ﹤0.01% | 960 |
|
|
2021
Q3 | – | Sell |
-117
| Closed | -$4K | – | 1394 |
|
|
2021
Q2 | $4K | Buy |
+117
| New | +$4K | ﹤0.01% | 1148 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$4K | – | 1110 |
|
|
2020
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 832 |
|