Spire 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 | – | Sell |
-41
| Closed | -$789 | – | 2394 |
|
|
2025
Q1 | $789 | Sell |
41
-306
| -88% | -$5.89K | ﹤0.01% | 2416 |
|
|
2024
Q4 | $7.04K | Buy |
347
+93
| +37% | +$1.89K | ﹤0.01% | 1953 |
|
|
2024
Q3 | $5.12K | Buy |
254
+7
| +3% | +$141 | ﹤0.01% | 1818 |
|
|
2024
Q2 | $5.52K | Sell |
247
-1,348
| -85% | -$30.1K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $44.8K | Hold |
1,595
| – | – | ﹤0.01% | 1256 |
|
|
2023
Q4 | $44.5K | Sell |
1,595
-649
| -29% | -$18.1K | ﹤0.01% | 1243 |
|
|
2023
Q3 | $55.2K | Buy |
2,244
+179
| +9% | +$4.4K | ﹤0.01% | 1146 |
|
|
2023
Q2 | $55.2K | Sell |
2,065
-103
| -5% | -$2.75K | ﹤0.01% | 1161 |
|
|
2023
Q1 | $58.4K | Sell |
2,168
-97
| -4% | -$2.61K | ﹤0.01% | 1136 |
|
|
2022
Q4 | $60K | Hold |
2,265
| – | – | ﹤0.01% | 922 |
|
|
2022
Q3 | $49K | Sell |
2,265
-126
| -5% | -$2.73K | ﹤0.01% | 952 |
|
|
2022
Q2 | $56K | Buy |
2,391
+326
| +16% | +$7.64K | ﹤0.01% | 1247 |
|
|
2022
Q1 | $58K | Hold |
2,065
| – | – | ﹤0.01% | 1389 |
|
|
2021
Q4 | $69K | Hold |
2,065
| – | – | ﹤0.01% | 1566 |
|
|
2021
Q3 | $61K | Hold |
2,065
| – | – | ﹤0.01% | 1395 |
|
|
2021
Q2 | $66K | Hold |
2,065
| – | – | ﹤0.01% | 1363 |
|
|
2021
Q1 | $61K | Buy |
+2,065
| New | +$61K | ﹤0.01% | 1620 |
|