Oak Thistle LLC’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 | $1.55M | Buy |
+65,143
| New | +$1.55M | 0.23% | 160 |
|
2023
Q4 | – | Sell |
-21,738
| Closed | -$534K | – | 448 |
|
2023
Q3 | $534K | Buy |
+21,738
| New | +$534K | 0.16% | 277 |
|
2022
Q2 | – | Sell |
-18,556
| Closed | -$518K | – | 199 |
|
2022
Q1 | $518K | Buy |
+18,556
| New | +$518K | 0.27% | 158 |
|