Stratos Investment Management’s Franklin Resources BEN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,380
Closed -$206K 183
2023
Q3
$206K Sell
8,380
-1,138
-12% -$28K 0.03% 158
2023
Q2
$254K Buy
9,518
+516
+6% +$13.8K 0.04% 149
2023
Q1
$243K Buy
9,002
+1,313
+17% +$35.4K 0.04% 154
2022
Q4
$203K Buy
+7,689
New +$203K 0.04% 154