Stratos Wealth Partners’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 | $273K | Sell |
11,461
-26,395
| -70% | -$630K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $729K | Buy |
37,856
+2,588
| +7% | +$49.8K | 0.01% | 761 |
|
|
2024
Q4 | $716K | Buy |
35,268
+24,883
| +240% | +$505K | 0.01% | 807 |
|
|
2024
Q3 | $209K | Sell |
10,385
-1,022
| -9% | -$20.6K | ﹤0.01% | 1320 |
|
|
2024
Q2 | $255K | Buy |
11,407
+165
| +1% | +$3.69K | ﹤0.01% | 1158 |
|
|
2024
Q1 | $316K | Sell |
11,242
-64
| -0.6% | -$1.8K | 0.01% | 1079 |
|
|
2023
Q4 | $337K | Sell |
11,306
-1,970
| -15% | -$58.7K | 0.01% | 1027 |
|
|
2023
Q3 | $326K | Buy |
13,276
+270
| +2% | +$6.64K | 0.01% | 975 |
|
|
2023
Q2 | $347K | Sell |
13,006
-129
| -1% | -$3.45K | 0.01% | 893 |
|
|
2023
Q1 | $354K | Sell |
13,135
-638
| -5% | -$17.2K | 0.01% | 810 |
|
|
2022
Q4 | $363K | Sell |
13,773
-668
| -5% | -$17.6K | 0.01% | 830 |
|
|
2022
Q3 | $311K | Sell |
14,441
-207
| -1% | -$4.46K | 0.01% | 847 |
|
|
2022
Q2 | $341K | Buy |
14,648
+3,003
| +26% | +$69.9K | 0.01% | 877 |
|
|
2022
Q1 | $325K | Sell |
11,645
-29,433
| -72% | -$821K | 0.01% | 965 |
|
|
2021
Q4 | $1.38M | Buy |
41,078
+971
| +2% | +$32.5K | 0.03% | 474 |
|
|
2021
Q3 | $1.19M | Sell |
40,107
-10,347
| -21% | -$308K | 0.03% | 466 |
|
|
2021
Q2 | $1.61M | Buy |
50,454
+1,857
| +4% | +$59.4K | 0.04% | 403 |
|
|
2021
Q1 | $1.44M | Sell |
48,597
-2,496
| -5% | -$73.9K | 0.04% | 399 |
|
|
2020
Q4 | $1.28M | Sell |
51,093
-4,431
| -8% | -$111K | 0.04% | 389 |
|
|
2020
Q3 | $1.13M | Sell |
55,524
-27,490
| -33% | -$559K | 0.04% | 375 |
|
|
2020
Q2 | $1.74M | Sell |
83,014
-7,728
| -9% | -$162K | 0.06% | 272 |
|
|
2020
Q1 | $1.51M | Sell |
90,742
-38,335
| -30% | -$640K | 0.07% | 253 |
|
|
2019
Q4 | $3.35M | Buy |
129,077
+78,862
| +157% | +$2.05M | 0.13% | 168 |
|
|
2019
Q3 | $1.45M | Buy |
50,215
+167
| +0.3% | +$4.82K | 0.06% | 287 |
|
|
2019
Q2 | $1.74M | Sell |
50,048
-935
| -2% | -$32.5K | 0.08% | 248 |
|
|
2019
Q1 | $1.69M | Sell |
50,983
-153
| -0.3% | -$5.07K | 0.08% | 259 |
|
|
2018
Q4 | $1.52M | Sell |
51,136
-5,208
| -9% | -$155K | 0.08% | 257 |
|
|
2018
Q3 | $1.71M | Sell |
56,344
-1,166
| -2% | -$35.4K | 0.08% | 240 |
|
|
2018
Q2 | $1.84M | Sell |
57,510
-3,571
| -6% | -$114K | 0.08% | 248 |
|
|
2018
Q1 | $2.12M | Buy |
61,081
+57,952
| +1,852% | +$2.01M | 0.09% | 230 |
|
|
2017
Q4 | $136K | Buy |
+3,129
| New | +$136K | 0.01% | 1027 |
|