Stamos Capital Partners’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-138,080
| Closed | -$3.09M | – | 129 |
|
|
2024
Q2 | $3.09M | Buy |
138,080
+76,230
| +123% | +$1.7M | 0.65% | 36 |
|
|
2024
Q1 | $1.74M | Buy |
61,850
+2,950
| +5% | +$82.9K | 0.39% | 61 |
|
|
2023
Q4 | $1.75M | Buy |
+58,900
| New | +$1.75M | 0.48% | 54 |
|
|
2023
Q2 | – | Sell |
-112,150
| Closed | -$3.02M | – | 108 |
|
|
2023
Q1 | $3.02M | Buy |
112,150
+10,680
| +11% | +$288K | 0.78% | 48 |
|
|
2022
Q4 | $2.68M | Buy |
101,470
+69,750
| +220% | +$1.84M | 0.85% | 43 |
|
|
2022
Q3 | $683K | Buy |
+31,720
| New | +$683K | 0.17% | 98 |
|