Sowell Financial Services’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,146
| Closed | -$206K | – | 1012 |
|
|
2024
Q4 | $206K | Buy |
+10,146
| New | +$206K | 0.01% | 504 |
|
|
2024
Q3 | – | Sell |
-10,094
| Closed | -$229K | – | 534 |
|
|
2024
Q2 | $229K | Buy |
10,094
+65
| +0.6% | +$1.48K | 0.01% | 511 |
|
|
2024
Q1 | $285K | Buy |
+10,029
| New | +$285K | 0.01% | 515 |
|
|
2023
Q4 | – | Sell |
-10,919
| Closed | -$272K | – | 532 |
|
|
2023
Q3 | $272K | Sell |
10,919
-252
| -2% | -$6.28K | 0.02% | 468 |
|
|
2023
Q2 | $302K | Buy |
+11,171
| New | +$302K | 0.02% | 511 |
|
|
2021
Q2 | – | Sell |
-6,492
| Closed | -$221K | – | 749 |
|
|
2021
Q1 | $221K | Buy |
6,492
+2,168
| +50% | +$73.8K | 0.01% | 997 |
|
|
2020
Q4 | $108K | Buy |
4,324
+3,304
| +324% | +$82.5K | ﹤0.01% | 1122 |
|
|
2020
Q3 | $21K | Buy |
1,020
+1,004
| +6,275% | +$20.7K | ﹤0.01% | 1528 |
|
|
2020
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 2464 |
|
|
2020
Q1 | – | Sell |
-2,793
| Closed | -$73K | – | 2426 |
|
|
2019
Q4 | $73K | Sell |
2,793
-2,339
| -46% | -$61.1K | 0.01% | 1003 |
|
|
2019
Q3 | $148K | Buy |
+5,132
| New | +$148K | 0.01% | 723 |
|