SageView Advisory Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-12,870
| Closed | -$288K | – | 515 |
|
|
2024
Q2 | $288K | Buy |
+12,870
| New | +$288K | 0.01% | 446 |
|
|
2024
Q1 | – | Sell |
-17,438
| Closed | -$473K | – | 535 |
|
|
2023
Q4 | $473K | Buy |
17,438
+3,205
| +23% | +$87K | 0.02% | 405 |
|
|
2023
Q3 | $350K | Sell |
14,233
-855
| -6% | -$21K | 0.02% | 388 |
|
|
2023
Q2 | $403K | Buy |
15,088
+1,119
| +8% | +$29.9K | 0.02% | 386 |
|
|
2023
Q1 | $376K | Buy |
+13,969
| New | +$376K | 0.02% | 349 |
|