Sutton Wealth Advisors’s Franklin Resources BEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.56K | Buy |
145
+35
| +32% | +$860 | ﹤0.01% | 635 |
|
|
2023
Q2 | $2.94K | Hold |
110
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $2.96K | Sell |
110
-1,985
| -95% | -$53.5K | ﹤0.01% | 586 |
|
|
2022
Q4 | $55.3K | Buy |
2,095
+5
| +0.2% | +$132 | 0.02% | 363 |
|
|
2022
Q3 | $45K | Buy |
2,090
+14
| +0.7% | +$301 | 0.02% | 399 |
|
|
2022
Q2 | $48.4K | Sell |
2,076
-923
| -31% | -$21.5K | 0.02% | 390 |
|
|
2022
Q1 | $83.7K | Buy |
2,999
+5
| +0.2% | +$140 | 0.03% | 282 |
|
|
2021
Q4 | $100K | Hold |
2,994
| – | – | 0.03% | 262 |
|
|
2021
Q3 | $89K | Hold |
2,994
| – | – | 0.03% | 264 |
|
|
2021
Q2 | $95.8K | Hold |
2,994
| – | – | 0.04% | 257 |
|
|
2021
Q1 | $88.6K | Hold |
2,994
| – | – | 0.03% | 260 |
|
|
2020
Q4 | $74.8K | Hold |
2,994
| – | – | 0.03% | 266 |
|
|
2020
Q3 | $60.9K | Hold |
2,994
| – | – | 0.03% | 269 |
|
|
2020
Q2 | $62.8K | Hold |
2,994
| – | – | 0.03% | 256 |
|
|
2020
Q1 | $50K | Sell |
2,994
-30
| -1% | -$501 | 0.03% | 269 |
|
|
2019
Q4 | $78.6K | Hold |
3,024
| – | – | 0.04% | 235 |
|
|
2019
Q3 | $87.3K | Hold |
3,024
| – | – | 0.05% | 223 |
|
|
2019
Q2 | $105K | Hold |
3,024
| – | – | 0.06% | 202 |
|
|
2019
Q1 | $100K | Hold |
3,024
| – | – | 0.06% | 208 |
|
|
2018
Q4 | $89.7K | Hold |
3,024
| – | – | 0.06% | 202 |
|
|
2018
Q3 | $92K | Hold |
3,024
| – | – | 0.06% | 208 |
|
|
2018
Q2 | $96.9K | Hold |
3,024
| – | – | 0.07% | 202 |
|
|
2018
Q1 | $105K | Hold |
3,024
| – | – | 0.08% | 194 |
|
|
2017
Q4 | $131K | Hold |
3,024
| – | – | 0.1% | 171 |
|
|
2017
Q3 | $135K | Hold |
3,024
| – | – | 0.1% | 164 |
|
|
2017
Q2 | $135K | Hold |
3,024
| – | – | 0.11% | 158 |
|
|
2017
Q1 | $127K | Hold |
3,024
| – | – | 0.11% | 161 |
|
|
2016
Q4 | $120K | Hold |
3,024
| – | – | 0.11% | 165 |
|
|
2016
Q3 | $108K | Hold |
3,024
| – | – | 0.1% | 171 |
|
|
2016
Q2 | $101K | Hold |
3,024
| – | – | 0.1% | 176 |
|
|
2016
Q1 | $118K | Buy |
+3,024
| New | +$118K | 0.11% | 161 |
|