Savant Capital’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 |
-74,094
| Closed | -$1.66M | – | 1389 |
|
|
2024
Q2 | $1.66M | Buy |
74,094
+56,500
| +321% | +$1.26M | 0.02% | 433 |
|
|
2024
Q1 | $495K | Buy |
+17,594
| New | +$495K | 0.01% | 730 |
|
|
2015
Q3 | – | Sell |
-4,725
| Closed | -$232K | – | 207 |
|
|
2015
Q2 | $232K | Sell |
4,725
-10
| -0.2% | -$491 | 0.08% | 199 |
|
|
2015
Q1 | $243K | Buy |
4,735
+365
| +8% | +$18.7K | 0.09% | 190 |
|
|
2014
Q4 | $242K | Sell |
4,370
-10
| -0.2% | -$554 | 0.09% | 188 |
|
|
2014
Q3 | $239K | Sell |
4,380
-140
| -3% | -$7.64K | 0.1% | 169 |
|
|
2014
Q2 | $261K | Sell |
4,520
-160
| -3% | -$9.24K | 0.11% | 150 |
|
|
2014
Q1 | $254K | Sell |
4,680
-13
| -0.3% | -$706 | 0.12% | 147 |
|
|
2013
Q4 | $271K | Sell |
4,693
-67
| -1% | -$3.87K | 0.13% | 126 |
|
|
2013
Q3 | $241K | Sell |
4,760
-100
| -2% | -$5.06K | 0.13% | 130 |
|
|
2013
Q2 | $220K | Buy |
+4,860
| New | +$220K | 0.13% | 138 |
|