Savvy Advisors Inc’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 | $267K | Sell |
11,202
-728
| -6% | -$17.4K | 0.02% | 520 |
|
|
2025
Q1 | $230K | Buy |
11,930
+232
| +2% | +$4.47K | 0.02% | 451 |
|
|
2024
Q4 | $237K | Buy |
11,698
+69
| +0.6% | +$1.4K | 0.03% | 390 |
|
|
2024
Q3 | $234K | Buy |
11,629
+55
| +0.5% | +$1.11K | 0.05% | 303 |
|
|
2024
Q2 | $259K | Buy |
11,574
+1,451
| +14% | +$32.4K | 0.08% | 235 |
|
|
2024
Q1 | $285K | Sell |
10,123
-1,400
| -12% | -$39.4K | 0.16% | 165 |
|
|
2023
Q4 | $343K | Buy |
+11,523
| New | +$343K | 0.33% | 92 |
|