SeaCrest Wealth 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 | $210K | Buy |
+8,822
| New | +$210K | 0.02% | 564 |
|
|
2024
Q1 | – | Sell |
-20,290
| Closed | -$586K | – | 608 |
|
|
2023
Q4 | $586K | Hold |
20,290
| – | – | 0.07% | 275 |
|
|
2023
Q3 | $499K | Buy |
20,290
+955
| +5% | +$23.5K | 0.06% | 309 |
|
|
2023
Q2 | $516K | Sell |
19,335
-402
| -2% | -$10.7K | 0.07% | 313 |
|
|
2023
Q1 | $532K | Sell |
19,737
-1,752
| -8% | -$47.2K | 0.07% | 303 |
|
|
2022
Q4 | $567K | Hold |
21,489
| – | – | 0.08% | 287 |
|
|
2022
Q3 | $462K | Sell |
21,489
-647
| -3% | -$13.9K | 0.07% | 317 |
|
|
2022
Q2 | $516K | Buy |
22,136
+591
| +3% | +$13.8K | 0.06% | 308 |
|
|
2022
Q1 | $602K | Sell |
21,545
-2,286
| -10% | -$63.9K | 0.07% | 300 |
|
|
2021
Q4 | $798K | Sell |
23,831
-1,456
| -6% | -$48.8K | 0.09% | 230 |
|
|
2021
Q3 | $752K | Buy |
25,287
+2,233
| +10% | +$66.4K | 0.09% | 232 |
|
|
2021
Q2 | $737K | Buy |
23,054
+530
| +2% | +$16.9K | 0.09% | 250 |
|
|
2021
Q1 | $667K | Buy |
22,524
+829
| +4% | +$24.5K | 0.09% | 246 |
|
|
2020
Q4 | $542K | Buy |
21,695
+3,130
| +17% | +$78.2K | 0.08% | 274 |
|
|
2020
Q3 | $378K | Buy |
+18,565
| New | +$378K | 0.06% | 319 |
|
|
2019
Q2 | – | Sell |
-4,013
| Closed | -$133K | – | 646 |
|
|
2019
Q1 | $133K | Buy |
4,013
+2,010
| +100% | +$66.6K | 0.02% | 595 |
|
|
2018
Q4 | $59K | Buy |
2,003
+458
| +30% | +$13.5K | 0.01% | 836 |
|
|
2018
Q3 | $47K | Buy |
1,545
+191
| +14% | +$5.81K | 0.01% | 1020 |
|
|
2018
Q2 | $43K | Buy |
1,354
+45
| +3% | +$1.43K | 0.01% | 1046 |
|
|
2018
Q1 | $45K | Buy |
1,309
+133
| +11% | +$4.57K | 0.01% | 994 |
|
|
2017
Q4 | $51K | Buy |
+1,176
| New | +$51K | 0.01% | 950 |
|