Steward Partners Investment Advisory’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 | $461K | Buy |
19,326
+17,577
| +1,005% | +$419K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $33.7K | Buy |
1,749
+14
| +0.8% | +$270 | ﹤0.01% | 2577 |
|
|
2024
Q4 | $35.2K | Sell |
1,735
-2,010
| -54% | -$40.8K | ﹤0.01% | 2527 |
|
|
2024
Q3 | $75.5K | Buy |
3,745
+3,049
| +438% | +$61.4K | ﹤0.01% | 2027 |
|
|
2024
Q2 | $15.6K | Buy |
696
+100
| +17% | +$2.24K | ﹤0.01% | 2622 |
|
|
2024
Q1 | $16.8K | Hold |
596
| – | – | ﹤0.01% | 2592 |
|
|
2023
Q4 | $17.8K | Hold |
596
| – | – | ﹤0.01% | 2461 |
|
|
2023
Q3 | $14.7K | Hold |
596
| – | – | ﹤0.01% | 2445 |
|
|
2023
Q2 | $15.9K | Sell |
596
-245
| -29% | -$6.54K | ﹤0.01% | 2401 |
|
|
2023
Q1 | $22.7K | Buy |
841
+245
| +41% | +$6.6K | ﹤0.01% | 2196 |
|
|
2022
Q4 | $15.7K | Sell |
596
-60
| -9% | -$1.58K | ﹤0.01% | 2358 |
|
|
2022
Q3 | $14K | Hold |
656
| – | – | ﹤0.01% | 2374 |
|
|
2022
Q2 | $15K | Hold |
656
| – | – | ﹤0.01% | 2338 |
|
|
2022
Q1 | $18K | Hold |
656
| – | – | ﹤0.01% | 2408 |
|
|
2021
Q4 | $22K | Hold |
656
| – | – | ﹤0.01% | 2276 |
|
|
2021
Q3 | $19K | Sell |
656
-3,150
| -83% | -$91.2K | ﹤0.01% | 2342 |
|
|
2021
Q2 | $122K | Hold |
3,806
| – | – | ﹤0.01% | 1977 |
|
|
2021
Q1 | $113K | Sell |
3,806
-615
| -14% | -$18.2K | ﹤0.01% | 1558 |
|
|
2020
Q4 | $110K | Sell |
4,421
-558
| -11% | -$13.9K | ﹤0.01% | 1323 |
|
|
2020
Q3 | $101K | Sell |
4,979
-201
| -4% | -$4.08K | ﹤0.01% | 1216 |
|
|
2020
Q2 | $109K | Sell |
5,180
-112
| -2% | -$2.36K | ﹤0.01% | 1112 |
|
|
2020
Q1 | $88K | Buy |
5,292
+401
| +8% | +$6.67K | ﹤0.01% | 1043 |
|
|
2019
Q4 | $127K | Sell |
4,891
-606
| -11% | -$15.7K | ﹤0.01% | 1028 |
|
|
2019
Q3 | $158K | Sell |
5,497
-223
| -4% | -$6.41K | 0.01% | 920 |
|
|
2019
Q2 | $199K | Buy |
+5,720
| New | +$199K | 0.01% | 818 |
|
|
2018
Q4 | – | Sell |
-4,301
| Closed | -$131K | – | 898 |
|
|
2018
Q3 | $131K | Buy |
4,301
+2,850
| +196% | +$86.8K | 0.01% | 842 |
|
|
2018
Q2 | $47K | Sell |
1,451
-50
| -3% | -$1.62K | ﹤0.01% | 1118 |
|
|
2018
Q1 | $52K | Buy |
1,501
+50
| +3% | +$1.73K | ﹤0.01% | 987 |
|
|
2017
Q4 | $62K | Hold |
1,451
| – | – | ﹤0.01% | 760 |
|
|
2017
Q3 | $64K | Hold |
1,451
| – | – | 0.01% | 633 |
|
|
2017
Q2 | $64K | Buy |
1,451
+60
| +4% | +$2.65K | 0.01% | 567 |
|
|
2017
Q1 | $58K | Buy |
1,391
+596
| +75% | +$24.9K | 0.01% | 524 |
|
|
2016
Q4 | $31K | Buy |
+795
| New | +$31K | 0.01% | 391 |
|