Sound Financial Strategies Group’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,217
| Closed | -$589K | – | 93 |
|
|
2024
Q3 | $589K | Buy |
29,217
+884
| +3% | +$17.8K | 0.47% | 67 |
|
|
2024
Q2 | $633K | Buy |
28,333
+6,075
| +27% | +$136K | 0.55% | 57 |
|
|
2024
Q1 | $626K | Sell |
22,258
-308
| -1% | -$8.66K | 0.52% | 37 |
|
|
2023
Q4 | $672K | Sell |
22,566
-9,728
| -30% | -$290K | 0.57% | 16 |
|
|
2023
Q3 | $794K | Sell |
32,294
-2,043
| -6% | -$50.2K | 0.66% | 42 |
|
|
2023
Q2 | $917K | Buy |
+34,337
| New | +$917K | 0.67% | 39 |
|
|
2023
Q1 | – | Sell |
-26,321
| Closed | -$694K | – | 63 |
|
|
2022
Q4 | $694K | Buy |
+26,321
| New | +$694K | 0.5% | 46 |
|
|
2022
Q1 | – | Sell |
-19,092
| Closed | -$639K | – | 75 |
|
|
2021
Q4 | $639K | Sell |
19,092
-448
| -2% | -$15K | 0.32% | 55 |
|
|
2021
Q3 | $581K | Buy |
19,540
+32
| +0.2% | +$951 | 0.29% | 61 |
|
|
2021
Q2 | $624K | Sell |
19,508
-993
| -5% | -$31.8K | 0.31% | 47 |
|
|
2021
Q1 | $607K | Buy |
+20,501
| New | +$607K | 0.31% | 36 |
|