Tidal 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 | $1.5M | Sell |
62,821
-16,159
| -20% | -$385K | 0.01% | 815 |
|
|
2025
Q1 | $1.52M | Sell |
78,980
-215,550
| -73% | -$4.15M | 0.01% | 788 |
|
|
2024
Q4 | $5.98M | Buy |
294,530
+6,534
| +2% | +$133K | 0.05% | 367 |
|
|
2024
Q3 | $5.8M | Sell |
287,996
-13,788
| -5% | -$278K | 0.06% | 286 |
|
|
2024
Q2 | $6.74M | Sell |
301,784
-33,593
| -10% | -$751K | 0.09% | 195 |
|
|
2024
Q1 | $9.43M | Sell |
335,377
-187,568
| -36% | -$5.27M | 0.16% | 115 |
|
|
2023
Q4 | $15.6M | Buy |
522,945
+295,933
| +130% | +$8.82M | 0.36% | 54 |
|
|
2023
Q3 | $5.58M | Buy |
227,012
+94,363
| +71% | +$2.32M | 0.17% | 107 |
|
|
2023
Q2 | $3.54M | Buy |
132,649
+86,278
| +186% | +$2.3M | 0.1% | 190 |
|
|
2023
Q1 | $1.25M | Buy |
46,371
+2,399
| +5% | +$64.6K | 0.04% | 418 |
|
|
2022
Q4 | $1.16M | Sell |
43,972
-425
| -1% | -$11.2K | 0.04% | 399 |
|
|
2022
Q3 | $955K | Buy |
44,397
+4,998
| +13% | +$108K | 0.04% | 382 |
|
|
2022
Q2 | $918K | Buy |
39,399
+7,112
| +22% | +$166K | 0.03% | 405 |
|
|
2022
Q1 | $901K | Buy |
32,287
+2,439
| +8% | +$68.1K | 0.03% | 461 |
|
|
2021
Q4 | $1M | Buy |
29,848
+9,935
| +50% | +$333K | 0.03% | 404 |
|
|
2021
Q3 | $592K | Buy |
19,913
+4,708
| +31% | +$140K | 0.02% | 473 |
|
|
2021
Q2 | $486K | Buy |
15,205
+6,256
| +70% | +$200K | 0.02% | 438 |
|
|
2021
Q1 | $265K | Buy |
+8,949
| New | +$265K | 0.01% | 462 |
|