Sigma Planning Corp’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 | $1.61M | Buy |
67,379
+33,403
| +98% | +$797K | 0.05% | 359 |
|
|
2025
Q1 | $654K | Buy |
33,976
+9,593
| +39% | +$185K | 0.02% | 630 |
|
|
2024
Q4 | $495K | Buy |
24,383
+7,192
| +42% | +$146K | 0.02% | 747 |
|
|
2024
Q3 | $346K | Sell |
17,191
-9,154
| -35% | -$184K | 0.01% | 897 |
|
|
2024
Q2 | $589K | Buy |
26,345
+10,797
| +69% | +$241K | 0.02% | 662 |
|
|
2024
Q1 | $437K | Buy |
+15,548
| New | +$437K | 0.01% | 816 |
|
|
2023
Q4 | – | Sell |
-15,534
| Closed | -$382K | – | 861 |
|
|
2023
Q3 | $382K | Sell |
15,534
-201
| -1% | -$4.94K | 0.01% | 828 |
|
|
2023
Q2 | $420K | Buy |
15,735
+311
| +2% | +$8.31K | 0.02% | 803 |
|
|
2023
Q1 | $416K | Buy |
15,424
+1,820
| +13% | +$49K | 0.01% | 881 |
|
|
2022
Q4 | $359K | Buy |
13,604
+1,416
| +12% | +$37.4K | 0.01% | 892 |
|
|
2022
Q3 | $262K | Buy |
12,188
+2,605
| +27% | +$56K | 0.01% | 989 |
|
|
2022
Q2 | $223K | Buy |
9,583
+559
| +6% | +$13K | 0.01% | 1111 |
|
|
2022
Q1 | $252K | Sell |
9,024
-1,497
| -14% | -$41.8K | 0.01% | 1133 |
|
|
2021
Q4 | $352K | Buy |
10,521
+637
| +6% | +$21.3K | 0.01% | 990 |
|
|
2021
Q3 | $294K | Buy |
9,884
+512
| +5% | +$15.2K | 0.01% | 1057 |
|
|
2021
Q2 | $300K | Buy |
9,372
+1,093
| +13% | +$35K | 0.01% | 1063 |
|
|
2021
Q1 | $245K | Sell |
8,279
-9,566
| -54% | -$283K | 0.01% | 1082 |
|
|
2020
Q4 | $446K | Buy |
17,845
+76
| +0.4% | +$1.9K | 0.02% | 732 |
|
|
2020
Q3 | $362K | Buy |
17,769
+2,556
| +17% | +$52.1K | 0.01% | 723 |
|
|
2020
Q2 | $319K | Buy |
+15,213
| New | +$319K | 0.01% | 750 |
|
|
2019
Q3 | – | Sell |
-9,241
| Closed | -$322K | – | 997 |
|
|
2019
Q2 | $322K | Buy |
9,241
+681
| +8% | +$23.7K | 0.02% | 696 |
|
|
2019
Q1 | $284K | Sell |
8,560
-1,350
| -14% | -$44.8K | 0.02% | 697 |
|
|
2018
Q4 | $294K | Sell |
9,910
-2,472
| -20% | -$73.3K | 0.02% | 598 |
|
|
2018
Q3 | $377K | Buy |
12,382
+2,221
| +22% | +$67.6K | 0.02% | 579 |
|
|
2018
Q2 | $326K | Buy |
10,161
+1,939
| +24% | +$62.2K | 0.02% | 602 |
|
|
2018
Q1 | $285K | Buy |
8,222
+1,165
| +17% | +$40.4K | 0.02% | 624 |
|
|
2017
Q4 | $306K | Buy |
7,057
+693
| +11% | +$30K | 0.02% | 591 |
|
|
2017
Q3 | $283K | Sell |
6,364
-797
| -11% | -$35.4K | 0.02% | 626 |
|
|
2017
Q2 | $321K | Buy |
7,161
+765
| +12% | +$34.3K | 0.03% | 547 |
|
|
2017
Q1 | $270K | Sell |
6,396
-17,086
| -73% | -$721K | 0.03% | 604 |
|
|
2016
Q4 | $929K | Buy |
23,482
+17,294
| +279% | +$684K | 0.1% | 223 |
|
|
2016
Q3 | $220K | Buy |
+6,188
| New | +$220K | 0.03% | 608 |
|