NewEdge Advisors’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 | $293K | Buy |
12,272
+12,054
| +5,529% | +$287K | ﹤0.01% | 2035 |
|
|
2025
Q1 | $4.2K | Sell |
218
-1,599
| -88% | -$30.8K | ﹤0.01% | 3346 |
|
|
2024
Q4 | $36.9K | Sell |
1,817
-246
| -12% | -$4.99K | ﹤0.01% | 2630 |
|
|
2024
Q3 | $41.6K | Sell |
2,063
-14,654
| -88% | -$295K | ﹤0.01% | 2496 |
|
|
2024
Q2 | $374K | Sell |
16,717
-519
| -3% | -$11.6K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $484K | Sell |
17,236
-65
| -0.4% | -$1.83K | ﹤0.01% | 1368 |
|
|
2023
Q4 | $515K | Sell |
17,301
-3,620
| -17% | -$108K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $514K | Buy |
20,921
+2,161
| +12% | +$53.1K | 0.01% | 1155 |
|
|
2023
Q2 | $501K | Sell |
18,760
-142
| -0.8% | -$3.79K | 0.01% | 1186 |
|
|
2023
Q1 | $476K | Buy |
18,902
+5,239
| +38% | +$132K | 0.01% | 1132 |
|
|
2022
Q4 | $340K | Buy |
13,663
+320
| +2% | +$7.96K | 0.01% | 943 |
|
|
2022
Q3 | $287K | Buy |
13,343
+789
| +6% | +$17K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $292K | Sell |
12,554
-76
| -0.6% | -$1.77K | ﹤0.01% | 1227 |
|
|
2022
Q1 | $353K | Buy |
12,630
+839
| +7% | +$23.4K | 0.01% | 924 |
|
|
2021
Q4 | $394K | Buy |
+11,791
| New | +$394K | 0.01% | 1190 |
|