Plante Moran Financial 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
Q1 | – | Sell |
-20
| Closed | -$406 | – | 804 |
|
|
2024
Q4 | $406 | Sell |
20
-125
| -86% | -$2.54K | ﹤0.01% | 870 |
|
|
2024
Q3 | $2.92K | Buy |
145
+20
| +16% | +$403 | ﹤0.01% | 732 |
|
|
2024
Q2 | $2.79K | Hold |
125
| – | – | ﹤0.01% | 691 |
|
|
2024
Q1 | $3.51K | Buy |
+125
| New | +$3.51K | ﹤0.01% | 718 |
|
|
2022
Q1 | – | Sell |
-131
| Closed | -$4K | – | 819 |
|
|
2021
Q4 | $4K | Buy |
+131
| New | +$4K | ﹤0.01% | 841 |
|
|
2019
Q3 | – | Sell |
-96
| Closed | -$3K | – | 844 |
|
|
2019
Q2 | $3K | Buy |
+96
| New | +$3K | ﹤0.01% | 686 |
|
|
2016
Q4 | – | Sell |
-1,031
| Closed | -$37K | – | 969 |
|
|
2016
Q3 | $37K | Buy |
1,031
+962
| +1,394% | +$34.5K | 0.03% | 379 |
|
|
2016
Q2 | $2K | Buy |
+69
| New | +$2K | ﹤0.01% | 780 |
|
|
2015
Q3 | – | Sell |
-84
| Closed | -$4K | – | 705 |
|
|
2015
Q2 | $4K | Hold |
84
| – | – | ﹤0.01% | 638 |
|
|
2015
Q1 | $4K | Hold |
84
| – | – | ﹤0.01% | 628 |
|
|
2014
Q4 | $5K | Hold |
84
| – | – | ﹤0.01% | 652 |
|
|
2014
Q3 | $5K | Hold |
84
| – | – | ﹤0.01% | 667 |
|
|
2014
Q2 | $5K | Buy |
+84
| New | +$5K | ﹤0.01% | 659 |
|
|
2014
Q1 | – | Sell |
-924
| Closed | -$53K | – | 625 |
|
|
2013
Q4 | $53K | Buy |
+924
| New | +$53K | 0.03% | 225 |
|