SteelPeak 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 | $323K | Buy |
13,365
+113
| +0.9% | +$2.73K | 0.01% | 395 |
|
|
2025
Q1 | $259K | Sell |
13,252
-1,437
| -10% | -$28.1K | 0.01% | 419 |
|
|
2024
Q4 | $303K | Buy |
+14,689
| New | +$303K | 0.01% | 388 |
|
|
2023
Q2 | – | Sell |
-7,401
| Closed | -$202K | – | 404 |
|
|
2023
Q1 | $202K | Sell |
7,401
-939
| -11% | -$25.6K | 0.01% | 334 |
|
|
2022
Q4 | $223K | Buy |
+8,340
| New | +$223K | 0.02% | 347 |
|
|
2021
Q4 | – | Sell |
-8,436
| Closed | -$251K | – | 392 |
|
|
2021
Q3 | $251K | Sell |
8,436
-101
| -1% | -$3.01K | 0.02% | 345 |
|
|
2021
Q2 | $273K | Sell |
8,537
-12,423
| -59% | -$397K | 0.02% | 337 |
|
|
2021
Q1 | $620K | Buy |
20,960
+12,338
| +143% | +$365K | 0.05% | 196 |
|
|
2020
Q4 | $215K | Sell |
8,622
-6,375
| -43% | -$159K | 0.02% | 295 |
|
|
2020
Q3 | $305K | Buy |
+14,997
| New | +$305K | 0.03% | 212 |
|