Redwood 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 | $1.95M | Sell |
81,721
-448
| -0.5% | -$10.7K | 0.21% | 87 |
|
|
2025
Q1 | $1.58M | Sell |
82,169
-7,474
| -8% | -$144K | 0.17% | 120 |
|
|
2024
Q4 | $1.82M | Sell |
89,643
-6,251
| -7% | -$127K | 0.18% | 121 |
|
|
2024
Q3 | $1.99M | Buy |
+95,894
| New | +$1.99M | 0.18% | 124 |
|
|
2019
Q4 | – | Sell |
-123,624
| Closed | -$3.57M | – | 235 |
|
|
2019
Q3 | $3.57M | Buy |
123,624
+30,785
| +33% | +$889K | 0.97% | 33 |
|
|
2019
Q2 | $3.23M | Buy |
92,839
+10,305
| +12% | +$359K | 0.9% | 35 |
|
|
2019
Q1 | $2.74M | Buy |
+82,534
| New | +$2.74M | 1.17% | 38 |
|