Systematic Alpha Investments’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 | $3.01M | Hold |
126,200
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $2.43M | Hold |
126,200
| – | – | 0.09% | 76 |
|
|
2024
Q4 | $2.56M | Hold |
126,200
| – | – | 0.09% | 72 |
|
|
2024
Q3 | $2.54M | Hold |
126,200
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $2.82M | Hold |
126,200
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $3.55M | Hold |
126,200
| – | – | 0.14% | 65 |
|
|
2023
Q4 | $3.76M | Hold |
126,200
| – | – | 0.17% | 64 |
|
|
2023
Q3 | $3.1M | Hold |
126,200
| – | – | 0.15% | 64 |
|
|
2023
Q2 | $3.37M | Hold |
126,200
| – | – | 0.16% | 62 |
|
|
2023
Q1 | $3.4M | Hold |
126,200
| – | – | 0.18% | 61 |
|
|
2022
Q4 | $3.33M | Hold |
126,200
| – | – | 0.17% | 63 |
|
|
2022
Q3 | $2.72M | Hold |
126,200
| – | – | 0.16% | 63 |
|
|
2022
Q2 | $2.94M | Hold |
126,200
| – | – | 0.17% | 62 |
|
|
2022
Q1 | $3.52M | Hold |
126,200
| – | – | 0.17% | 63 |
|
|
2021
Q4 | $4.23M | Buy |
126,200
+125,000
| +10,417% | +$4.19M | 0.2% | 66 |
|
|
2021
Q3 | $38K | Buy |
+1,200
| New | +$38K | ﹤0.01% | 320 |
|