PFG Investments’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 | $218K | Buy |
+9,153
| New | +$218K | 0.01% | 877 |
|
|
2025
Q1 | – | Sell |
-10,328
| Closed | -$210K | – | 1025 |
|
|
2024
Q4 | $210K | Sell |
10,328
-269
| -3% | -$5.46K | 0.01% | 878 |
|
|
2024
Q3 | $214K | Sell |
10,597
-461
| -4% | -$9.29K | 0.01% | 868 |
|
|
2024
Q2 | $247K | Buy |
11,058
+874
| +9% | +$19.5K | 0.02% | 733 |
|
|
2024
Q1 | $286K | Buy |
+10,184
| New | +$286K | 0.02% | 760 |
|