ORG Partners’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 | $88.9K | Sell |
106
-106
| -50% | -$88.9K | 0.02% | 457 |
|
|
2025
Q1 | $68.3K | Sell |
212
-3,264
| -94% | -$1.05M | 0.02% | 441 |
|
|
2024
Q4 | $70.5K | Buy |
3,476
+65
| +2% | +$1.32K | 0.01% | 494 |
|
|
2024
Q3 | $68.7K | Sell |
3,411
-5,478
| -62% | -$110K | 0.01% | 455 |
|
|
2024
Q2 | $197K | Buy |
8,889
+8,361
| +1,584% | +$185K | 0.02% | 432 |
|
|
2024
Q1 | $14.6K | Buy |
528
+162
| +44% | +$4.47K | 0.03% | 253 |
|
|
2023
Q4 | $10.9K | Buy |
366
+3
| +0.8% | +$90 | ﹤0.01% | 753 |
|
|
2023
Q3 | $8.92K | Sell |
363
-2,456
| -87% | -$60.4K | ﹤0.01% | 844 |
|
|
2023
Q2 | $75.5K | Sell |
2,819
-16,876
| -86% | -$452K | 0.01% | 584 |
|
|
2023
Q1 | $531K | Buy |
+19,695
| New | +$531K | 0.13% | 109 |
|