SlateStone Wealth’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 | $654K | Hold |
27,426
| – | – | 0.06% | 189 |
|
|
2025
Q1 | $528K | Buy |
27,426
+3,350
| +14% | +$64.5K | 0.05% | 199 |
|
|
2024
Q4 | $489K | Sell |
24,076
-3,500
| -13% | -$71.1K | 0.05% | 207 |
|
|
2024
Q3 | $556K | Hold |
27,576
| – | – | 0.05% | 201 |
|
|
2024
Q2 | $616K | Buy |
27,576
+49
| +0.2% | +$1.1K | 0.07% | 186 |
|
|
2024
Q1 | $774K | Buy |
+27,527
| New | +$774K | 0.08% | 169 |
|