Summit Securities Group’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 | $4.96K | Sell |
208
-192
| -48% | -$4.58K | ﹤0.01% | 848 |
|
|
2025
Q1 | $7.7K | Buy |
+400
| New | +$7.7K | ﹤0.01% | 446 |
|
|
2023
Q3 | – | Sell |
-372
| Closed | -$10K | – | 423 |
|
|
2023
Q2 | $10K | Sell |
372
-188
| -34% | -$5.05K | ﹤0.01% | 641 |
|
|
2023
Q1 | $15K | Sell |
560
-1,027
| -65% | -$27.5K | ﹤0.01% | 520 |
|
|
2022
Q4 | $42K | Buy |
1,587
+557
| +54% | +$14.7K | ﹤0.01% | 524 |
|
|
2022
Q3 | $22K | Buy |
1,030
+447
| +77% | +$9.55K | ﹤0.01% | 506 |
|
|
2022
Q2 | $14K | Buy |
583
+468
| +407% | +$11.2K | ﹤0.01% | 613 |
|
|
2022
Q1 | $3K | Buy |
+115
| New | +$3K | ﹤0.01% | 773 |
|
|
2017
Q1 | – | Sell |
-52,500
| Closed | -$2.08M | – | 268 |
|
|
2016
Q4 | $2.08M | Buy |
+52,500
| New | +$2.08M | 0.45% | 38 |
|
|
2016
Q1 | – | Sell |
-8,704
| Closed | -$320K | – | 153 |
|
|
2015
Q4 | $320K | Buy |
+8,704
| New | +$320K | 0.1% | 138 |
|
|
2015
Q2 | – | Sell |
-783
| Closed | -$40K | – | 462 |
|
|
2015
Q1 | $40K | Buy |
+783
| New | +$40K | 0.03% | 168 |
|