Principal Securities’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 | $72.2K | Buy |
3,028
+1,071
| +55% | +$25.5K | ﹤0.01% | 1686 |
|
|
2025
Q1 | $39.7K | Hold |
1,957
| – | – | ﹤0.01% | 1852 |
|
|
2024
Q4 | $39.7K | Buy |
1,957
+1,661
| +561% | +$33.7K | ﹤0.01% | 1850 |
|
|
2024
Q3 | $5.96K | Sell |
296
-1,017
| -77% | -$20.5K | ﹤0.01% | 2618 |
|
|
2024
Q2 | $29.3K | Buy |
1,313
+367
| +39% | +$8.2K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $26.6K | Sell |
946
-229
| -19% | -$6.44K | ﹤0.01% | 1872 |
|
|
2023
Q4 | $35K | Buy |
+1,175
| New | +$35K | ﹤0.01% | 1639 |
|