Plato Investment Management’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 | $501K | Hold |
21,063
| – | – | 0.04% | 345 |
|
|
2025
Q1 | $410K | Hold |
21,063
| – | – | 0.03% | 348 |
|
|
2024
Q4 | $429K | Sell |
21,063
-4,204
| -17% | -$85.6K | 0.03% | 351 |
|
|
2024
Q3 | $509K | Hold |
25,267
| – | – | 0.04% | 316 |
|
|
2024
Q2 | $565K | Hold |
25,267
| – | – | 0.05% | 266 |
|
|
2024
Q1 | $710K | Buy |
+25,267
| New | +$710K | 0.07% | 236 |
|